Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Reis Mitchell LubitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.11-11-2019
Katherine Hoskins MackeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.10-30-2019
Logan Shane GrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.10-11-2019
Cynthia D. MiddletonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10008-02-2019
Lee Henderson, George Hutter, Megan Giardina, Christine Shea, Patrick KunglMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$37206-17-2019
Dustin Ness, Chris Nuetzel, Keith SweigertMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$30005-24-2019
Kyle D. SimmonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.04-18-2019
Danielle Lynne CoryerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.02-14-2019
Samantha Leigh SomersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.01-07-2019
Myles Pennington AllinghamMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.12-22-2017
Metin Behzat KurkcuMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10008-11-2017
Michael Alan SclafaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.06-22-2017
Elizabeth PolizziMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10005-19-2017
William Robert AgrestiMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.05-19-2017
Pamela Jane HeathMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10002-28-2017
Jon Phillip BatchelorMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.02-28-2017
Jonathan Odell DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.11-23-2016
Shawn Michael BenedictMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$26008-09-2016
Phillip P. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10005-16-2016
Winston Jerome RajakumarMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10009-21-2015
Martha Marie SpenceMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.08-26-2015
Stacey Lee DeckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.03-12-2014
Ann Elizabeth Treml-OlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.06-19-2013
Michael Robert WojtekMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$50002-15-2013
Patrick Thomas DuffyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.11-09-2012
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.