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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Scott CraneRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-06-2009
Rebecca A. ByronRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2009
Paul Mclellan Alexander Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-28-2009
Robert Charles BrooksRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15007-22-2011
Wyatt Harrington BrooksRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2507-22-2011
Robert Scott HouselRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2011
Nancy Jean GoethelRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10012-09-2013
Jeffery Eugene TomaszewskiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-28-2014
Gary A. RigbyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2502-28-2014
Fredrick Grantham TribbleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2014
James GouletRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-10-2014
Debra Rae LambertRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-16-2014
Christopher Stephen BrownRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10007-18-2014
Jami McCreeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-08-2014
Samuel William SpanosRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-17-2014
Katherine L. AllenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2015
Jonathan D. GreeneRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2015
James Michael Watts Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2015
Samantha PudtRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2015
Tyrone Kwesi DebiqueRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-30-2015
Daniel SprusanskyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2015
Steven Russell SaylorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-04-2016
James Jason HeatonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2016
Matthew R MoremanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2016
Charles Preston SaylorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2016
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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.