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
Thomas Gilbert HerrinLPL Financial LLCRaymond James Financial Services, Inc.$1905-18-2020
Kelsey Jordan LairdMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.04-02-2020
Apoorv NegiFidelity Brokerage Services LLCRaymond James Financial Services, Inc.02-25-2020
Garry Everett BordersLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Gary Lee DouviaLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Drushelle Marie WarnickLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Joel Courtney WhiteLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Chad Alexander RolandLPL Financial LLCRaymond James Financial Services, Inc.06-28-2019
Robert Blair RolandLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Matthew M BordersLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Shawn B PeroffLPL Financial LLCRaymond James Financial Services, Inc.06-26-2019
Andrew Michael LawrenceCUSO Financial Services, L.P.Raymond James Financial Services, Inc.10-31-2017
Thomas Gregory MercerLPL Financial LLCRaymond James Financial Services, Inc.06-07-2017
Brandon Allen ZaroD.A. Davidson & Co.Raymond James Financial Services, Inc.03-23-2017
Raechel HicksJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.10-25-2016
Aaron Denon BessonettePlanMember Securities CorporationRaymond James Financial Services, Inc.06-09-2014
Lorilee Pearl WellsLPL Financial LLCRaymond James Financial Services, Inc.$2501-03-2014
Bradley Hudson BlackburnBlackburn FinancialRaymond James Financial Services, Inc.$1012-13-2011

Showing 1 to 18 of 18 entries

Page 1

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.