Advisers on the Move

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
Patricia Hagan MayAccurate Wealth Management, LLCRaymond James Financial Services, Inc.08-21-2020
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Robert Anthony BeargieAlphaStar Capital Management, LLCRaymond James Financial Services, Inc.01-08-2020
Jeffrey Lee DavidsonAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.01-26-2009
Roger Alan HydeAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$2504-17-2009
Michael Richard StrycznyAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$2504-17-2009
Patrick Reid BuchananAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$15002-19-2020
Adam Matthew GoldsteinAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$10002-19-2020
Lauren Marie WrightAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.02-19-2020
Hossam Mohamad NasserAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.01-06-2020
Galin Wynn CristAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.09-22-2017
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
James Brent PowersBarrow & Powers Financial Services, Inc.Raymond James Financial Services, Inc.01-04-2010
German Antonio OrnesBCI Securities, Inc.Raymond James Financial Services, Inc.02-03-2020
James Anthony BankesBelleair Wealth Management, LLCRaymond James Financial Services, Inc.07-10-2019
Lawrence William NordmannCantella & Co., Inc.Raymond James Financial Services, Inc.08-23-2018
Ziad Juma Hassan-MohammedCapFinancial Securities, LLC.Raymond James Financial Services, Inc.01-10-2020
Bruno PerazaCetera Advisor Networks LLCRaymond James Financial Services, Inc.$2510-29-2019
Shawn Mark HokeCiti Private Advisory, LLCRaymond James Financial Services, Inc.01-22-2020
Lisa Marie HuntCiti Private Advisory, LLCRaymond James Financial Services, Inc.04-11-2019
Daniel OrtizCiti Private Advisory, LLCRaymond James Financial Services, Inc.09-24-2018
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Daniel Clifford KingCUNA Brokerage Services, Inc.Raymond James Financial Services, Inc.05-24-2018
Steven Paul ColacurcioDawson James Securities, Inc.Raymond James Financial Services, Inc.$5006-10-2009
Mary Margaret DoyleE*TRADE Securities LLCRaymond James Financial Services, Inc.08-30-2019
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Showing 1 to 25 of 77 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.