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
Louis Michael GasbarraRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15011-02-2018
Louis Michael Gasbarra Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-02-2018
Jason PercyRaymond James & Associates, Inc.MML Investors Services, LLC09-14-2018
Kevin C. DoyleRaymond James & Associates, Inc.Morgan Stanley$10006-07-2018
Robert Eugene FrandenRaymond James & Associates, Inc.Morgan Stanley$5006-07-2018
Jennah R. ClarkRaymond James & Associates, Inc.Morgan Stanley06-07-2018
Frank Reid ShipleyRaymond James & Associates, Inc.Morgan Stanley06-07-2018
Glenda Rae SuchyRaymond James & Associates, Inc.Morgan Stanley$10009-06-2017
Brent Michael SuchyRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Anthony David AllenRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Bradley J RumenappRaymond James & Associates, Inc.AXA Advisors, LLC06-13-2017
Gary Malloy OrendorffRaymond James & Associates, Inc.Edward Jones$2510-23-2015
Paul Michael WalkerRaymond James & Associates, Inc.Morgan Stanley$5005-22-2015
Todd Dennis LangRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2504-11-2014
Valery Lynn OswaldRaymond James & Associates, Inc.Arvest Wealth Management01-10-2014
Steven Lawrence HawesRaymond James & Associates, Inc.Morgan Stanley05-04-2012
Scott Alfred CumbieRaymond James & Associates, Inc.Morgan Stanley04-20-2012
Tommy Ray BerryRaymond James & Associates, Inc.Edward Jones$5004-16-2010
Ronald Loyd RichardsonRaymond James & Associates, Inc.Morgan Stanley$1010-23-2009
Arminda Hogan ParsonsRaymond James & Associates, Inc.Morgan Stanley$110-23-2009

Showing 1 to 20 of 20 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.