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
Joseph LotyszWorld Equity Group, Inc.Raymond James Financial Services, Inc.$5003-01-2011
James A. Shull Jr.Woodmen Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2013
Michael Patrick TisonWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5002-27-2015
David Joseph FryWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.02-27-2015
Travis Mark KruegerVision Brokerage Services, LLCRaymond James Financial Services, Inc.04-16-2009
Matthew Kenneth WilkesUnited Advisors Services, LLCRaymond James Financial Services, Inc.06-20-2017
Bahman K. BarzidehTriad Advisors LLCRaymond James Financial Services, Inc.04-29-2011
Chad Christopher AltadonnaTIAA-CREF Individual & Institutional Services, LLCRaymond James Financial Services, Inc.11-26-2018
Brian Godfrey TaylorThe Mather Group, LLCRaymond James Financial Services, Inc.12-04-2017
Julienne Epplin EverettSmith, Moore & Co.Raymond James Financial Services, Inc.$5005-22-2015
Ann Maria MoroccoSecurities America, Inc.Raymond James Financial Services, Inc.01-13-2017
Daniel Forrest AndersonRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.05-22-2019
Jennifer Raupp MagnesenMorgan StanleyRaymond James Financial Services, Inc.03-27-2015
Denanne Michelle HeilMorgan StanleyRaymond James Financial Services, Inc.09-13-2013
Stacey Lee DeckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.03-12-2014
Mark Thomas MeredithMeredith Wealth PlanningRaymond James Financial Services, Inc.03-06-2019
Melvin JacobsonLPL Financial LLCRaymond James Financial Services, Inc.08-12-2019
Cory Edmond MarlowLPL Financial LLCRaymond James Financial Services, Inc.08-12-2019
David M. MindrupLPL Financial LLCRaymond James Financial Services, Inc.07-08-2019
Sandra Kay DewallLPL Financial LLCRaymond James Financial Services, Inc.04-11-2019
Christopher Eric HerzogLPL Financial LLCRaymond James Financial Services, Inc.$5004-04-2019
William Dean RussellLPL Financial LLCRaymond James Financial Services, Inc.$10003-14-2018
Brandon Raymond JuodikisLPL Financial LLCRaymond James Financial Services, Inc.01-04-2016
Scott Andrew PiggushLevel Four Advisory ServicesRaymond James Financial Services, Inc.$10012-04-2015
Luke Anthony HofsommerLaSalle St Securities, L.L.C.Raymond James Financial Services, Inc.09-04-2018
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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.