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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dylan Grant JohnsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-03-2020
Jeffrey Dean ClemmonsRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2502-26-2020
Michael Eugene PoeRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-13-2020
Delroy George ParkinsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-12-2020
John Christopher MalatinoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-17-2020
Robert Hugh Sasser IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-14-2020
Julius Ernest Eldridge IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-14-2020
Jason Donald NewtonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-14-2020
Tyler G. MorrisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-14-2020
Marshall Herbert BrooknerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-10-2020
Edward Benjamin Posey IIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-09-2020
Robert S. Thompson Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00011-18-2019
Todd Daniel HamiltonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00011-18-2019
Nancy Anne BrantonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-14-2019
Gary Hughes SchaffhauserRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-14-2019
William John Gelegotis Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Daniel John KaschmitterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Alexander Leon Louie KaschmitterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Steven James PagoagaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Gregory Maurice ReaboldRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-01-2019
Theodore Leon White IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10010-02-2019
Don Philip GrijalvaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$18509-27-2019
Eric C DexterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00009-27-2019
Gail M LegerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10009-27-2019
Joey A. GoodspeedRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-20-2019
Next Page »

Showing 1 to 25 of 455 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.