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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abduhl K. MashhoonRaymond James & Associates, Inc.Commonwealth Financial Network$5001-30-2015
Alexandra Rachel LindRaymond James & Associates, Inc.Edward Jones08-28-2013
Amy Marie MonsenRaymond James & Associates, Inc.John Hancock Distributors LLC07-06-2018
Andrew Richard LipseyRaymond James & Associates, Inc.American Funds Distributors, Inc.07-08-2015
Anson M. KanoyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1009-09-2016
Benjamin Edmund PriceRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$9509-09-2016
Brandon T. HattonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Britton H. TrimmerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Cameron White ParkhurstRaymond James & Associates, Inc.YieldQuest Securities, LLC$1002-04-2013
Caroline Louis VollertsenRaymond James & Associates, Inc.Joyn Advisors, Inc.09-05-2019
Christopher C. StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
Christopher Giryes ShoukryRaymond James & Associates, Inc.Goldman Sachs & Co.05-10-2016
Christopher J StanfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-23-2019
Craig D. NortonRaymond James & Associates, Inc.Morgan Stanley$5004-25-2016
Crawford Grandy PeaceRaymond James & Associates, Inc.Morgan Stanley$2503-08-2013
Cynthia W. JonesRaymond James & Associates, Inc.Morgan Stanley$15005-15-2013
Dale Collins Herndon Jr.Raymond James & Associates, Inc.Morgan Stanley04-19-2018
Daniel Christopher McCalpinRaymond James & Associates, Inc.Cambridge Investment Research, Inc.08-06-2019
David P. DillonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-19-2018
David Thomas ShawRaymond James & Associates, Inc.Wallachbeth Capital LLC11-17-2016
Deborah Ann HassanRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$2503-06-2019
Deborah Anne CicatelliRaymond James & Associates, Inc.Morgan Stanley12-03-2018
Deborah Riney SmithRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$10003-06-2019
Edward Charles Baldwin Sr.Raymond James & Associates, Inc.J.P. Morgan Securities LLC08-13-2013
Edward Miall Durham VRaymond James & Associates, Inc.Morgan Stanley$20009-16-2015
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.