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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenie Theresa WrennRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-14-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Louise Agnes ClausoRaymond James & Associates, Inc.Morgan Stanley$15006-11-2019
Matthew T PruittRaymond James & Associates, Inc.Morgan Stanley$5006-11-2019
Dale Alison HoernleinRaymond James & Associates, Inc.Morgan Stanley06-11-2019
Matthew John FisherRaymond James & Associates, Inc.Morgan Stanley$10006-11-2019
Jacob Steven PiotraczkRaymond James & Associates, Inc.J.P. Morgan Securities LLC06-11-2019
Jamie Kenneth MoultonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-07-2019
Matthew Mckinney GarnettRaymond James & Associates, Inc.UBS Financial Services Inc.06-07-2019
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Ramon Gabriel Burrola Jr.Raymond James & Associates, Inc.Morgan Stanley$5006-06-2019
Guillermo EliasRaymond James & Associates, Inc.Morgan Stanley$1,00006-06-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Alejandro Burrola HernandezRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Jorge A. RosasRaymond James & Associates, Inc.Morgan Stanley$15006-06-2019
Steven Wayne Naylor IIRaymond James & Associates, Inc.UBS Financial Services Inc.06-04-2019
William Colin WalkerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2019
Paul Charles MahlerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00005-31-2019
Michelle Lapid MarquezRaymond James & Associates, Inc.Cantella & Co., Inc.$5005-31-2019
Maura Elizabeth HolowchakRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00005-31-2019
Jason Lee Ray BettsRaymond James & Associates, Inc.Cantella & Co., Inc.05-31-2019
Leif Eric MahlerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC05-31-2019
Christopher S. WengRaymond James & Associates, Inc.UBS Financial Services Inc.05-30-2019
Peter Isaac MyersRaymond James & Associates, Inc.UBS Financial Services Inc.05-30-2019
Michael Matthew MinvielleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2019
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Showing 1 to 25 of 89 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.