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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Kathryn PieronekLPL Financial LLCRaymond James Financial Services, Inc.$15001-28-2019
Brian James McconnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Nathan Daniel OllishCetera Advisors LLCRaymond James Financial Services, Inc.06-25-2018
Michael Wayne Kelley IIAXA Advisors, LLCRaymond James Financial Services, Inc.11-15-2017
Michele Kathleen JohnsonPNC InvestmentsRaymond James Financial Services, Inc.10-13-2017
Christopher Jay EdelmanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-06-2017
John William Bach Jr.Harbor Financial Services, LLCRaymond James Financial Services, Inc.03-31-2017
Bruce Allen JosephEdward JonesRaymond James Financial Services, Inc.10-14-2016
Christopher Ryan NadlerWhitcomb & Hess, Inc.Raymond James Financial Services, Inc.10-10-2016
Clayton Michael ReynoldsMWA Financial Services Inc.Raymond James Financial Services, Inc.05-17-2016
Marshall Marc WeinbergLPL Financial LLCRaymond James Financial Services, Inc.$105-06-2016
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Brian Michael SweeneyLPL Financial LLCRaymond James Financial Services, Inc.$101-19-2016
Jennifer Anne KovellThrivent Investment Management Inc.Raymond James Financial Services, Inc.01-19-2016
Michael Roger HenryMoney Concepts Capital CorpRaymond James Financial Services, Inc.09-28-2015
Amanda Ann PearceInfinex Investments, Inc.Raymond James Financial Services, Inc.09-02-2015
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Jeffery Allan SchmidtThe Huntington Investment CompanyRaymond James Financial Services, Inc.07-28-2015
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.$105-22-2015
James Joseph KarsatosNYLIFE Securities LLCRaymond James Financial Services, Inc.11-19-2014
Julia Marie QuignanoAXA Advisors, LLCRaymond James Financial Services, Inc.10-31-2014
Chris Raymond KolbenstetterLPL Financial LLCRaymond James Financial Services, Inc.10-16-2014
Mark Robbin TessneerMetLife Securities Inc.Raymond James Financial Services, Inc.01-22-2014
Jonathan Reuben BradfieldCUSO Financial Services, L.P.Raymond James Financial Services, Inc.01-07-2014
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$4910-02-2013
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Showing 1 to 25 of 43 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.


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