Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Philip ZurekRaymond James & Associates, Inc.UBS Financial Services Inc.04-27-2018
Bryce Holloway AlleyRaymond James & Associates, Inc.UBS Financial Services Inc.04-27-2018
Robert Philip RegentRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.04-20-2018
Aaron Ray HarrisRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC02-15-2018
Rachel Ann MeisenzahlRaymond James & Associates, Inc.Scottrade, Inc.01-16-2018
Lloyd William Archibald Jr.Raymond James & Associates, Inc.Camarda Wealth Advisory Group01-08-2018
Henry L. HunterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC12-05-2017
Elizabeth Ann StilesRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-05-2017
Lucius G. Milam IVRaymond James & Associates, Inc.UBS Financial Services Inc.11-30-2017
Brandon Edward Alain RobertsRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC11-27-2017
Santuzza L. TimiraosRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-17-2017
Jordan Michael JacobsRaymond James & Associates, Inc.Fidelity Brokerage Services LLC08-15-2017
Kim Rachelle JensonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2017
Kirsty M. Leeson WalkerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-17-2017
Megan Ann MillerRaymond James & Associates, Inc.Raymond James Financial Services, Inc.05-05-2017
David LumRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2017
Michael Bernard PiazzaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2017
Daniel Thomas RegnerRaymond James & Associates, Inc.Franklin/Templeton Distributors, Inc.12-06-2016
Jimmy Lee AllenRaymond James & Associates, Inc.Aegis Capital Corp.11-28-2016
Stephen Charles PlattRaymond James & Associates, Inc.Edward Jones11-22-2016
Ceferino RodriguezRaymond James & Associates, Inc.Investacorp, Inc.11-03-2016
Michael Allen KelleyRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Keith Lowell SkivingtonRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Roman MeyerhansRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Narciso MunozRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
« Previous PageNext Page »

Showing 26 to 50 of 302 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.