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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Anthony BarrettRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10006-29-2009
Jeffrey Yves LabordeRaymond James & Associates, Inc.Csfbdirect, Inc.$50004-12-2010
Johanna Cecelia KehoeRaymond James & Associates, Inc.RBC Capital Markets, LLC$50001-31-2012
Sarine Chake ZenianRaymond James & Associates, Inc.Deutsche Bank Securities Inc.11-02-2012
Skyler B. HeimarkRaymond James & Associates, Inc.Lincoln Financial Advisors Corporation$10009-10-2013
Warren Vincent WrightRaymond James & Associates, Inc.Morgan Stanley$10003-13-2014
Jason Michael GoldsteinRaymond James & Associates, Inc.Gilford Securities Incorporated09-29-2014
Sheldon Lavell Ray Jr.Raymond James & Associates, Inc.Morgan Stanley$10002-13-2015
Douglas Witwer RichardsRaymond James & Associates, Inc.Morgan Stanley$25002-13-2015
John Joseph DevitaRaymond James & Associates, Inc.Transamerica Financial Advisors, Inc03-02-2015
George Driver Bragaw IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10005-20-2016
William Bernard WeldonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-20-2016
Tara Jean OrendorffRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-20-2016
Patrick Bryant NickersonRaymond James & Associates, Inc.Morgan Stanley$50008-31-2016
Andrew R. KochRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-22-2016
Michael Brendan FeeleyRaymond James & Associates, Inc.Bridgemark Wealth Management12-12-2017
Matthew Agricola GriebRaymond James & Associates, Inc.Janney Montgomery Scott LLC$10005-08-2018
Samuel D. CourtneyRaymond James & Associates, Inc.MML Investors Services, LLC11-14-2018
Timothy Francis BurnettRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2019
Aleta Renee MellonRaymond James & Associates, Inc.Madison Avenue Securities, LLC$15010-03-2019

Showing 1 to 20 of 20 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.