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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adrian Fernando DoddsRaymond James & Associates, Inc.Voya Financial Advisors, Inc.11-13-2014
Aimee Kathleen ZedlitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Ali Z DhanjiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2019
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Angela Michele ConleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Anna Marie BuckhalterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-05-2018
Anne E. RoutonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Ashley M. JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.01-02-2013
Austin Allen Routon Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Bernard Karl SemonRaymond James & Associates, Inc.Morgan Stanley$5008-07-2015
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Bryan Baker HartzellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2017
Charles Durham Dodds Jr.Raymond James & Associates, Inc.Voya Financial Advisors, Inc.$5011-13-2014
Charles Franklin Nedbal IIIRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2009
Cheryl Ann PeschkeRaymond James & Associates, Inc.Morgan Stanley$5008-19-2011
Christine Grace BlakelyRaymond James & Associates, Inc.Comerica Securities07-09-2013
Christine K. VuRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.10-27-2016
Christopher F. FowlerRaymond James & Associates, Inc.Morgan Stanley$15001-18-2013
Coleman Lee WardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Daniel James DelpRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Darren Allen JamesRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5008-22-2014
David Joseph ByrdRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-04-2010
David Kenneth CohnRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$23507-09-2018
David Scott DavitteRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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Showing 1 to 25 of 128 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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