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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mario Ignacio MedinaRaymond James & Associates, Inc.1st Bridgehouse Securities, LLC05-05-2011
Pettus Andrew Kincannon Jr.Raymond James & Associates, Inc.1st Global Capital Corp.$2503-10-2010
Brian Phillip SullivanRaymond James & Associates, Inc.ABN AMRO Clearing Chicago LLC$2501-08-2010
Kristian Kvols MartinRaymond James & Associates, Inc.Advisory Services Network03-09-2020
Jimmy Lee AllenRaymond James & Associates, Inc.Aegis Capital Corp.$2511-28-2016
Ashley Camille WarneRaymond James & Associates, Inc.AIG Capital Services, Inc.07-19-2010
Richard David AlexanderRaymond James & Associates, Inc.Alexander Investment Management Services11-21-2019
Jon-Paul Harry WitkopRaymond James & Associates, Inc.Algonquin Advisors LLC05-12-2018
Georgia Ann DavisRaymond James & Associates, Inc.Allen, Mooney & Barnes Brokerage Services, LLC06-05-2014
Traci Allysan CarrionRaymond James & Associates, Inc.Allstate Financial Services, LLC11-12-2019
Prentice James SangerRaymond James & Associates, Inc.Allstate Financial Services, LLC07-31-2013
George Parker SwiftRaymond James & Associates, Inc.American Capital Partners, LLC06-17-2015
Brian Patrick CallananRaymond James & Associates, Inc.American Equity Investment Corporation10-05-2018
Andrew Richard LipseyRaymond James & Associates, Inc.American Funds Distributors, Inc.07-08-2015
Laurel Ann MarkleyRaymond James & Associates, Inc.Ameriprise Financial Services, LLC07-17-2019
Max Zachary PeretzkyRaymond James & Associates, Inc.Ameriprise Financial Services, LLC07-17-2019
Gregory David VandergriftRaymond James & Associates, Inc.Ameriprise Financial Services, LLC07-05-2019
Zachary Ryan VandergriftRaymond James & Associates, Inc.Ameriprise Financial Services, LLC07-05-2019
Craig Olin Vinson Jr.Raymond James & Associates, Inc.Ameriprise Financial Services, LLC04-18-2019
Deborah Michelle SossamanRaymond James & Associates, Inc.Ameriprise Financial Services, LLC02-12-2019
William Benjamin WeberRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5009-28-2018
Charles John LindholmRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$10009-28-2018
Timothy Edward KowalskiRaymond James & Associates, Inc.Ameriprise Financial Services, LLC09-04-2018
John Patrick GallucciRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$10008-03-2018
Christopher James PeszekRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5008-03-2018
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Showing 1 to 25 of 2,334 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.