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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy Lynn IannellaRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1004-04-2011
Omar Jose De La RosaRaymond James & Associates, Inc.Raymond James Financial Services, Inc.10-07-2011
Michael Patrick TravisRaymond James & Associates, Inc.Raymond James Financial Services, Inc.01-03-2012
Paul George MartinRaymond James & Associates, Inc.Raymond James Financial Services, Inc.01-03-2012
David Brian PatchenRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1010-16-2013
Dominique Rucker AdutwumRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-02-2013
Louis Robert Spence IIIRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-06-2015
Gregory Robert MitroRaymond James & Associates, Inc.Raymond James Financial Services, Inc.09-01-2015
Patricia Lee DoranRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$10010-09-2015
Jeremy Fraser PerrinRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1001-22-2016
Erin Louise EckhouseRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-04-2016
Erin Leigh MeconnaheyRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-21-2016
Megan Ann MillerRaymond James & Associates, Inc.Raymond James Financial Services, Inc.05-05-2017
Regina Elena OhlmanRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$2505-17-2017
Elizabeth Ann StilesRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-05-2017
Ruby Rivera SimanRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$15011-29-2018
Candace Jeannette BurkettRaymond James & Associates, Inc.Raymond James Financial Services, Inc.04-25-2019
Wesley Adam GottesmanRaymond James & Associates, Inc.Raymond James Financial Services, Inc.05-03-2019

Showing 1 to 18 of 18 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.

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