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
Chad Jeremy DanforthRaymond James & Associates, Inc.Citigroup Global Markets Inc.05-07-2018
Stephen Crathorne CollinsRaymond James & Associates, Inc.Citigroup Global Markets Inc.10-03-2016
Richard Wayne PattersonRaymond James & Associates, Inc.Citigroup Global Markets Inc.07-18-2012
Gilbert Ronald MaxwellRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-29-2009
Catharine Bienvenu FitchRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-29-2009
David Robert SlaughterRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10005-15-2009
Scott Alan BaileyRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10005-15-2009
David John BrandvikRaymond James & Associates, Inc.Citigroup Global Markets Inc.$15005-15-2009
William Arlan Gray Jr.Raymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-15-2009
Ulrich KoenigRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-15-2009
Shawn Patrick TaylorRaymond James & Associates, Inc.Citigroup Global Markets Inc.05-15-2009
Coleman Barry GoldsmithRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-11-2009
Margaret Ellen EmersonRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50005-08-2009
John Marcus HarrisRaymond James & Associates, Inc.Citigroup Global Markets Inc.04-23-2009
Kenneth Sidney MiedemaRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
Bryan David PalonisRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
James William RayRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
Adam James CampbellRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
William Jones Jr.Raymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
Ivan G GordonRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
Michael Anthony MordentiRaymond James & Associates, Inc.Citigroup Global Markets Inc.$25004-17-2009
Wilson Shaw StudstillRaymond James & Associates, Inc.Citigroup Global Markets Inc.$25004-17-2009
John Parker MinerRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50004-17-2009
Cynthia RodriguezRaymond James & Associates, Inc.Citigroup Global Markets Inc.04-17-2009
Betty Jane NapierRaymond James & Associates, Inc.Citigroup Global Markets Inc.$50004-09-2009
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Showing 1 to 25 of 47 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.