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
Brian Darrell HaugenRaymond James & Associates, Inc.UBS Financial Services Inc.$15001-23-2009
Steven Andrew CannRaymond James & Associates, Inc.UBS Financial Services Inc.$50001-23-2009
David Mark WaddleRaymond James & Associates, Inc.UBS Financial Services Inc.01-23-2009
Larry Allen WildesRaymond James & Associates, Inc.UBS Financial Services Inc.$25004-27-2009
Gail Berkeley HaleyRaymond James & Associates, Inc.UBS Financial Services Inc.$50001-08-2010
Peter William MuehleckRaymond James & Associates, Inc.UBS Financial Services Inc.$25002-12-2010
Dennis James Casey Jr.Raymond James & Associates, Inc.UBS Financial Services Inc.$50003-30-2010
Thomas R. Burdette IVRaymond James & Associates, Inc.UBS Financial Services Inc.$10004-30-2010
John Francis Kennedy Jr.Raymond James & Associates, Inc.UBS Financial Services Inc.$10004-19-2011
John Robert KaddisRaymond James & Associates, Inc.UBS Financial Services Inc.$25004-19-2011
Pedro Ernesto Harth-SilvaRaymond James & Associates, Inc.UBS Financial Services Inc.12-16-2011
Michael Andrew BrannamRaymond James & Associates, Inc.UBS Financial Services Inc.$10005-24-2013
Matthew Jackson WatsonRaymond James & Associates, Inc.UBS Financial Services Inc.$10005-24-2013
Patrick Alexander BrannamRaymond James & Associates, Inc.UBS Financial Services Inc.$15005-24-2013
Konstantinos George BourisRaymond James & Associates, Inc.UBS Financial Services Inc.09-23-2013
Gary George VescioRaymond James & Associates, Inc.UBS Financial Services Inc.$50007-02-2014
Brandon A LevineRaymond James & Associates, Inc.UBS Financial Services Inc.07-02-2014
Gustavo Carlo NazarioRaymond James & Associates, Inc.UBS Financial Services Inc.11-26-2014
Robert Kennedy TorringtonRaymond James & Associates, Inc.UBS Financial Services Inc.$10012-12-2014
Murphy BradshawRaymond James & Associates, Inc.UBS Financial Services Inc.$10004-06-2015
Alexander J KeimRaymond James & Associates, Inc.UBS Financial Services Inc.02-12-2016
Jared David BrancazioRaymond James & Associates, Inc.UBS Financial Services Inc.$50005-20-2016
Justin Marc CardonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2016
Kim Rachelle JensonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2017
Michael Edward ZizmerRaymond James & Associates, Inc.UBS Financial Services Inc.$11511-30-2017
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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.