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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Alexander MasseySovereign Financial Group, Inc.Raymond James Financial Services, Inc.01-02-2020
Daniel Robert CahillInfinex Investments, Inc.Raymond James Financial Services, Inc.$4604-01-2019
Charles FaillaSovereign Financial Group, Inc.Raymond James Financial Services, Inc.02-01-2019
Michael Joseph RioloMountain Vista Wealth ManagementRaymond James Financial Services, Inc.09-14-2018
Paul Martin Kuveke IIIProcyon Private Wealth Partners, LLCRaymond James Financial Services, Inc.$10011-29-2017
Matthew Rowe SweetInfinex Investments, Inc.Raymond James Financial Services, Inc.$1009-05-2017
Michael Alan SclafaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.06-22-2017
Joanne De PalmaCetera Advisor Networks LLCRaymond James Financial Services, Inc.$5004-16-2015
James Aubrey CrawfordUBS Financial Services Inc.Raymond James Financial Services, Inc.$10003-30-2015
Daniel Mark PattiJanney Montgomery Scott LLCRaymond James Financial Services, Inc.06-20-2014
Linda Jean LeeVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.10-22-2012
John Robert BubelloCompass Retirement, LLCRaymond James Financial Services, Inc.08-09-2011
Robert Henry LipkaRobert Henry Wealth Management, LLCRaymond James Financial Services, Inc.05-18-2010
Stephen Paul PolizziMorgan StanleyRaymond James Financial Services, Inc.03-01-2010
Elizabeth Mckee CoxCOX Financial Services, LLCRaymond James Financial Services, Inc.$1011-03-2009
Richard Angelo StalloneRAS Capital Services, Inc.Raymond James Financial Services, Inc.$2507-16-2009

Showing 1 to 16 of 16 entries

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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.