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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lisa Marie HuntCiti Private Advisory, LLCRaymond James Financial Services, Inc.04-11-2019
Ramesh MadhusudanRM Private Wealth Management Inc.Raymond James Financial Services, Inc.02-20-2019
Mario Joseph PayneMJP FinancialRaymond James Financial Services, Inc.02-15-2019
Kendal Ashley FordhamMJP FinancialRaymond James Financial Services, Inc.02-14-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Samantha L SomersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.01-07-2019
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
Allison Kendall LuttermoserFirestone Capital Management IncRaymond James Financial Services, Inc.11-16-2018
Anthony Francisco PetiscoWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.10-17-2018
Daniel OrtizCiti Private Advisory, LLCRaymond James Financial Services, Inc.09-24-2018
Lawrence William NordmannCantella & Co., Inc.Raymond James Financial Services, Inc.08-23-2018
Remington Carl BartlettMorgan StanleyRaymond James Financial Services, Inc.07-10-2018
Jim King MuiPurshe Kaplan Sterling InvestmentsRaymond James Financial Services, Inc.$10010-25-2018
Keith Aaron WoodSynovus Securities, Inc.Raymond James Financial Services, Inc.$13504-01-2019

Showing 1 to 14 of 14 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.