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
Jill Kristi WarrenINVEST Financial CorporationWalnut Street Securities, Inc.07-24-2013
Douglas Warren JonesJ.W. Cole Financial, Inc.Walnut Street Securities, Inc.$10002-15-2013
Eric Brian Smith Jr.J.W. Cole Financial, Inc.Walnut Street Securities, Inc.03-14-2011
Joseph Michael Karl IIProvenance Wealth AdvisorsWalnut Street Securities, Inc.10-31-2012
Stefan Anton PastorProvenance Wealth AdvisorsWalnut Street Securities, Inc.03-16-2011
Johl K RotmanPurshe Kaplan Sterling InvestmentsWalnut Street Securities, Inc.06-10-2010
Anthony Gerald CotugnoQuestar Capital CorporationWalnut Street Securities, Inc.$10010-06-2011
Lisa Antoinette DonelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.09-04-2013
Alysia A. BerberianRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$10008-30-2013
Megan Ann EdelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$25008-30-2013
Sean Thomas DevineyRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$25008-30-2013
Todd Anthony MollRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$43208-30-2013
James Edward KunkelRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$50008-30-2013
Scott Richard MontgomeryRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Eric Paul ZeitlinRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Lee Frederick HedigerRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Brendan Thomas HayesRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Robert Nathan LatourRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Reed Michael HelmanRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Paul Alan MillmanRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Alexsia Emmanuel SkinarakisRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Lucy Cardoso WatsonVicus Capital, Inc.Walnut Street Securities, Inc.10-12-2011

Showing 1 to 22 of 22 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.