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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gerald Daniel SaelzerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-27-2009
Roger Daniel Dunson Sr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-13-2009
Michael Martin CohenRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-13-2009
Mark H. PearceRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-13-2009
Charles Michael FernandezRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$104-24-2009
Kerry Marie KinsellaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5004-24-2009
Bruce Wayne HaltinnerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-30-2009
John Carlos CoutoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5010-06-2009
Timothy T AumannRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1001-08-2010
Tracy Mcintrye BeltonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15004-16-2010
John Campbell DavisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-16-2010
William Michael HedbergRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10006-30-2010
Lester Anthony NoisomRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-30-2010
George Edward MathisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1011-18-2011
Kimberly Smith AnzivinoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-12-2012
Lori Bradov RobertsRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-13-2012
Robert James MillerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-13-2012
Lori Ann EndicottRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2501-13-2012
Robert Eugene Ellis Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5003-02-2012
William Roy HagenRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15007-25-2013
Denise Marie MadnickRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-28-2013
Neil Paul TagarasRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5008-01-2014
Joshua A. VilardiRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-01-2014
Mark Eric SanchezRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15003-10-2015
Tammy Sweet HalprinRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1009-30-2015
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Showing 1 to 25 of 56 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.