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
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Ali Z DhanjiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2019
Jordan A. DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Anna Marie BuckhalterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-05-2018
Evan David RadmanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2018
Leah Dawn SchwarzRaymond James & Associates, Inc.Edward Jones09-07-2018
John Edward HarrisRaymond James & Associates, Inc.BOK Financial Services, Inc.08-24-2018
Ross Elliot DowlingRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-26-2018
Joshua Daniel ZellerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-26-2018
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Robert Andrew CackleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Maria Eugenia ForeroRaymond James & Associates, Inc.UBS Financial Services Inc.07-07-2017
Christine K. VuRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.10-27-2016
Tarah Raeann McKenzieRaymond James & Associates, Inc.Charles Schwab & Co., Inc.10-21-2016
Donald William Elster Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-30-2016
John Stephen HeckRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Daniel James DelpRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Mac Davis HargroveRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Samuel D. FrankfortRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Jessica Noelle GrigsbyRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Mark Tayler SouthwellRaymond James & Associates, Inc.Morgan Stanley06-17-2016
William Frederick MartinRaymond James & Associates, Inc.Morgan Stanley06-17-2016
Harmon Sanders Dickson Jr.Raymond James & Associates, Inc.J.P. Morgan Securities LLC06-15-2016
Nathan D. BellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-29-2016
John Cooper MickleRaymond James & Associates, Inc.Stephens01-13-2016
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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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