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
John Malcomb MasseyKestra Investment Services, LLCRaymond James Financial Services, Inc.02-27-2020
Hunter Phelps MasseyKestra Investment Services, LLCRaymond James Financial Services, Inc.02-27-2020
Blake Hayden HenryLPL Financial LLCRaymond James Financial Services, Inc.$15011-13-2019
Laurel Jackson CallawayLPL Financial LLCRaymond James Financial Services, Inc.11-13-2019
William Lance HocuttSA Stone Wealth Management Inc.Raymond James Financial Services, Inc.$15011-01-2019
Carl Patrick Bressler Jr.ProEquities, Inc.Raymond James Financial Services, Inc.06-17-2019
Ana Paula FonsecaProEquities, Inc.Raymond James Financial Services, Inc.04-29-2019
Matthew J. LeahyRFG Advisory, LLCRaymond James Financial Services, Inc.04-05-2019
Clinton David MartinHayden RoyalRaymond James Financial Services, Inc.10-02-2017
Jefferson Carl CampbellProEquities, Inc.Raymond James Financial Services, Inc.10-20-2016
Edward Alan ButlerCetera Investment Services LLCRaymond James Financial Services, Inc.07-19-2016
David Harlan HolbertWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.03-21-2016
Mark Eric SaundersSA Stone Wealth Management Inc.Raymond James Financial Services, Inc.07-31-2015
Gertrude Mary PiperProEquities, Inc.Raymond James Financial Services, Inc.05-08-2015
Stracy Darrin ChathamSecurities America, Inc.Raymond James Financial Services, Inc.12-26-2014
Dawn Noel EvansMorgan StanleyRaymond James Financial Services, Inc.10-28-2014
Joseph L. StorkNext Financial Group, Inc.Raymond James Financial Services, Inc.09-09-2014
Julie Mccombs BlalockHarbor Financial Services, LLCRaymond James Financial Services, Inc.10-17-2013
Kathryn Ann DefosseHarbor Financial Services, LLCRaymond James Financial Services, Inc.09-13-2013
James Edward SandiferSandifer & AssociatesRaymond James Financial Services, Inc.$1007-23-2013
Patricia Rivera BurrellLPL Financial LLCRaymond James Financial Services, Inc.05-15-2013
Thomas Edward PewittLPL Financial LLCRaymond James Financial Services, Inc.$5010-01-2012
Brian Hunter AndersonLPL Financial LLCRaymond James Financial Services, Inc.$2510-01-2012
Ann Maureen SmithHarbor Financial Services, LLCRaymond James Financial Services, Inc.$1012-21-2011
Mary Louise SteibHarbor Financial Services, LLCRaymond James Financial Services, Inc.$2512-16-2011
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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.