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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Matthew SaldanaRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Melisa Doucette Lindsay-LipkinsRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Karen Allene O'KeefeRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
John Pierce Murphy Jr.Raymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michaela J. BarkerRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michael LipkinsRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Jeri Colleen JensenRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Dennis Joseph SherlockRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Makara HangRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Juan Manuel RojasRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Jeffrey R. Alejandro Jr.Raymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Victor Nieveras NavaltaRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Linh M. TruongRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Scott Robert HamaguchiRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Kimberlee Ann BouskaRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Sylvia Maldonado CrawfordRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Leslie Barry OrizaRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Susan Marie PearceRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Endry SurjantoRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michael Patrick CooneyRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Kristina Marie MeyersRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Sage Hoovel KendallRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michael William McCreary Jr.Raymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Anthony ChenRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Melvin Dean RatcliffRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-20-2012
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Showing 476 to 500 of 2,354 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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