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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gregory Alan ScottInfinex Investments, Inc.Raymond James Financial Services Advisors, Inc12-05-2019
Michael Thomas WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services Advisors, Inc$5006-13-2019
Darcy Lee EcklundAmeriprise Financial Services, LLCRaymond James Financial Services Advisors, Inc$2509-17-2018
Erin Wynn MastersAmeriprise Financial Services, LLCRaymond James Financial Services Advisors, Inc$10009-22-2017
Patrick Anthony CuilloWaddell & ReedRaymond James Financial Services Advisors, Inc03-30-2016
John Wallace Collins IIISunTrust Investment Services, Inc.Raymond James Financial Services Advisors, Inc11-02-2015
Jay Robert MassowRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc01-08-2015
Eugene Hester Jr.Sigma Financial CorporationRaymond James Financial Services Advisors, Inc$2512-15-2014
John Stanley ThomasG.F. Investment Services, LLCRaymond James Financial Services Advisors, Inc$5007-31-2014
Brian William KrausAmeriprise Financial Services, LLCRaymond James Financial Services Advisors, Inc$2507-16-2014
Monica WeekleyNavy Federal Asset Management, LLCRaymond James Financial Services Advisors, Inc$1004-01-2014
Stephen Glen Zahorian Jr.Summit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc$5011-08-2013
Terri-Ann Camille LindoSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc11-07-2013
Robert A McalmontNfp Advisor ServicesRaymond James Financial Services Advisors, Inc$1010-08-2013
Stephen OvertonMorgan StanleyRaymond James Financial Services Advisors, Inc$5009-12-2013
Carolyn Joyce ShottLincoln Financial Securities CorporationRaymond James Financial Services Advisors, Inc04-09-2013
Richard H. EckellRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc01-24-2013
Michael E. ColeMoney Concepts Capital CorpRaymond James Financial Services Advisors, Inc10-02-2012
Scott Frederick KeiberHarbor Financial Services, LLCRaymond James Financial Services Advisors, Inc$1008-14-2012
John Marshall WalshFusion Analytics Investment Partners LLCRaymond James Financial Services Advisors, Inc$5005-21-2012
Kerry L. HoffmanMorgan StanleyRaymond James Financial Services Advisors, Inc$5005-02-2012
Ira ReichsteinMorgan StanleyRaymond James Financial Services Advisors, Inc01-13-2012
Stephen Michael WilsonMorgan StanleyRaymond James Financial Services Advisors, Inc$2501-13-2012
Gail Lyn LeonardJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc11-15-2011
Daniel Joseph CallahanJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc05-31-2011
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Showing 1 to 25 of 47 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.