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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Frederick RandallRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-09-2009
Kenneth Lee NettletonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-09-2009
Vicky S CampbellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-09-2009
Andrew Joseph Kubicsko JrRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-04-2011
Thomas Robert TeegardenRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-06-2013
Ann Bodenheimer FlemingRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-17-2014
Cheryl June SanchezRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-17-2014
John Earling Fitch IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-12-2014
Matthew Andrew GallRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-16-2015
Julie BjorklundRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC05-24-2017
Peter Michael CherryRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-15-2018
Margret Helen SchrantRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00006-20-2019
Kimberly Lynn MaxeyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5007-23-2019
Robert S Thompson JrRaymond 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
Todd Hamilton Robert ThompsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$33011-18-2019
Kandice A HusarikRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00007-14-2020
Mark Anthony TriscikRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5007-20-2020

Showing 1 to 18 of 18 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.