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
Stephanie Sue JohnstonAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.08-29-2016
Jeffrey Michael TonerAPW Capital, Inc.Raymond James Financial Services, Inc.$5010-06-2011
Steven Ira MerdingerAPW Capital, Inc.Raymond James Financial Services, Inc.$15010-06-2011
Michael Robert MerdingerAPW Capital, Inc.Raymond James Financial Services, Inc.$5010-06-2011
Michael Ichen WangAPW Capital, Inc.Raymond James Financial Services, Inc.$2510-06-2011
Teresa Mary BouskyAPW Capital, Inc.Raymond James Financial Services, Inc.$15010-06-2011
Elissa Ann LovellAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
Stephanie Cole NanneyAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
Craig Cole RichartAPW Capital, Inc.Raymond James Financial Services, Inc.10-03-2011
James Michael WeilAPW Capital, Inc.Raymond James Financial Services, Inc.10-03-2011
Nicole Jean RomitoAPW Capital, Inc.Raymond James Financial Services, Inc.$1010-01-2011
Randy Erven PorzelAPW Capital, Inc.Raymond James Financial Services, Inc.10-01-2011
Nicholas Ethan WaldronBrokersXpress LLCRaymond James Financial Services, Inc.$2501-20-2010
Quinn Patrick MartinBrownson, Rehmus & Foxworth, Inc.Raymond James Financial Services, Inc.12-26-2019
Keith Edward MaurerCetera Investment Services LLCRaymond James Financial Services, Inc.01-06-2015
Zachary Craig StefanCountry Capital Management CompanyRaymond James Financial Services, Inc.05-23-2017
Nathaniel H HenrichsCountry Capital Management CompanyRaymond James Financial Services, Inc.10-07-2016
Nicholas Kearney HamiltonCUNA Brokerage Services, Inc.Raymond James Financial Services, Inc.06-21-2011
Jacquelyn Kelly SchmidtEdward JonesRaymond James Financial Services, Inc.01-22-2013
Brian Richard ClauerHarbor Financial Services, LLCRaymond James Financial Services, Inc.05-13-2010
David J. CohnInfinex Investments, Inc.Raymond James Financial Services, Inc.07-13-2016
Michael John CiciuraINVEST Financial CorporationRaymond James Financial Services, Inc.$2509-24-2012
Brian Joseph QuinnJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.01-22-2010
Ross Alan HagerKEB Asset Management, LLCRaymond James Financial Services, Inc.05-08-2019
Steven A. SchertelKestra Investment Services, LLCRaymond James Financial Services, Inc.11-09-2018
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Showing 1 to 25 of 53 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.