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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Fowler, Wayne Creef, Jennifer AndersRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$26007-18-2019
Jennifer S. AndersRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Wayne Alan CreefRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Michael Joseph FowlerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Filipe Augusto De Barros GusmaoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2019
Jamie Kenneth MoultonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-07-2019
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Michael Matthew MinvielleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2019
Timothy Francis BurnettRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2019
Ali Z DhanjiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2019
Gus C PanosRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2019
Jason Lee FirekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-12-2019
John G GaynorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2019
William C. MillerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$16003-22-2019
William C Miller Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-22-2019
Leonard 'LJ' BonifaceRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$13703-21-2019
Leonard James Boniface Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-21-2019
Willis Anthony LovellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$18103-11-2019
Jon Thornton DaytonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-19-2019
Ephraim Obioha OkekeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2019
Joshua Benjamin HenshawRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2019
Charles Dale WatsonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-10-2019
Martha Mary CaldwellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
Kara M ThornRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-27-2018
John Andrews VRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2018
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Showing 1 to 25 of 30 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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