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
Michael BorzaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$19001-15-2020
Christopher Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$27010-23-2019
Eric C. TerminiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2019
Edvards Andris RepinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Jeremy SilvasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-11-2019
Timothy James OwenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-05-2019
Joshua Heath BriggsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2019
Tanner LowRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-23-2019
Matthew Chapman DouglasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25010-23-2019
Christopher J StanfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50010-23-2019
James Gavin HawkinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Gary Wardein, Erin BethgeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$20609-23-2019
Piero A. CarhuamacaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
Cindy Michele CookRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50010-07-2019
Gregory W. MiddletonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-02-2019
Charles Donovan AlfaroRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2019
Gary Lawrence WardeinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-23-2019
Erin Kathryn BethgeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-23-2019
Paige Hill PasseralloRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-09-2019
Theodore V Howie Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-09-2019
Dustin Lavelle LiskRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2019
Jon RussellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-06-2019
Ryan Matthew WinklerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-06-2019
Michael Andrew HudzikRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25009-06-2019
Ariel BobroffRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
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Showing 1 to 25 of 294 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.