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
Jenna Joscelyn Burt-WeeksRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Steven Alexander MyersRaymond James & Associates, Inc.Charles Schwab & Co., Inc.03-16-2020
Kristian Kvols MartinRaymond James & Associates, Inc.Advisory Services Network03-09-2020
Kevin TaylorRaymond James & Associates, Inc.EASTBECK WEALTH MANAGEMENT, LLC02-27-2020
Tanner LowRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-23-2019
Christopher J StanfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-23-2019
Matthew Chapman DouglasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2510-23-2019
Leon D TaylorRaymond James & Associates, Inc.Voya Investments Distributor, LLC09-11-2019
Caroline Louis VollertsenRaymond James & Associates, Inc.Joyn Advisors, Inc.09-05-2019
Daniel Christopher McCalpinRaymond James & Associates, Inc.Cambridge Investment Research, Inc.08-06-2019
Kevin Collier LokeyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15007-29-2019
Jacob Steven PiotraczkRaymond James & Associates, Inc.J.P. Morgan Securities LLC06-11-2019
Steven Wayne Naylor IIRaymond James & Associates, Inc.UBS Financial Services Inc.06-04-2019
Stephen Thomas RyanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00005-17-2019
Deborah Ann HassanRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$2503-06-2019
Deborah Riney SmithRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$10003-06-2019
Rhonda B. EdwardsRaymond James & Associates, Inc.Morgan Stanley01-02-2019
Deborah Anne CicatelliRaymond James & Associates, Inc.Morgan Stanley12-03-2018
Theodore Ronald MeihoferRaymond James & Associates, Inc.UBS Financial Services Inc.$1011-30-2018
John Andrews VRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2018
Timothy Martin HolcombeRaymond James & Associates, Inc.UBS Financial Services Inc.$10009-14-2018
Perry Martin HolcombeRaymond James & Associates, Inc.UBS Financial Services Inc.09-14-2018
Geoffrey Scott DerberRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
William Joseph GenthertRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00007-13-2018
Amy Marie MonsenRaymond James & Associates, Inc.John Hancock Distributors LLC07-06-2018
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Showing 1 to 25 of 78 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.