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
William David FayFBL Marketing Services, LLCRaymond James Financial Services, Inc.$10012-12-2019
Angela Joan LynchCetera Investment Services LLCRaymond James Financial Services, Inc.10-14-2019
Nathan Todd HabermanCetera Investment Services LLCRaymond James Financial Services, Inc.10-14-2019
Erik Ulysses HandcockKMS Financial Services, Inc.Raymond James Financial Services, Inc.02-12-2019
Jason A WhitlockJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.04-24-2017
Leah Anne BrooksSecurities America, Inc.Raymond James Financial Services, Inc.04-10-2017
Barrett Conibear ShireyEdward JonesRaymond James Financial Services, Inc.07-25-2016
Brian K. McGuireFSICRaymond James Financial Services, Inc.04-01-2014
Adam Christopher BahnerMML Investors Services, LLCRaymond James Financial Services, Inc.01-16-2014
Michael Robert WojtekMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$102-15-2013
Jason Aaron PinneyArvest Wealth ManagementRaymond James Financial Services, Inc.$10003-21-2011
David Matthew CollinsWilbanks Securities, Inc.Raymond James Financial Services, Inc.$1006-22-2010
Susan Elaine WallaceVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$10003-20-2009

Showing 1 to 13 of 13 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.