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
Ted Eric CheneyAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$25001-16-2009
Stuart Alan EpleyAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$25008-07-2009
Irma Lincoln HamptonAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10006-10-2011
Michael James PhillippAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10007-15-2011
Mark Clay SutherlandAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10008-26-2011
Matthew Eugene TomichAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10009-30-2011
Mark James ShuellAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50009-30-2011
Anthony J FerroAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50011-01-2011
Guy Anthony ColellaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50011-04-2011
Daniel Joseph Dijak Sr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.$50002-02-2012
James Aloysius Mcmahon IIIAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.04-12-2012
Gregory Carl TorrettaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10005-21-2012
Angel Wynette BardecheAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10008-10-2012
Charles John LindholmAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10008-14-2012
William Benjamin WeberAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50008-14-2012
LAUREN BRIAN HOUSELAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.02-22-2013
Christine Mary FranksAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50006-28-2013
Todd Scott RozzoAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.11-15-2013
Wanda Marie DeckerAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$25012-10-2013
Jensen Marie GillespieAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.05-07-2014
Emmett Russell Ray IIIAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.07-31-2014
William Gregory BarkerAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.08-01-2014
James Edward HarrisAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50008-04-2014
Steven Jay JacobsonAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10009-05-2014
Jane Ann BerrymanAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50003-30-2015
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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.