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
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Michael Eric MonsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Kay Marie TuttleRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jill Marie KrebsbachRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jerrod Michael HammerbackRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Layton George WhiteRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Brian Keith JohnsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Heidi Marie MagnusonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Sherri Jean MunkelwitzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
William Granvel DilleyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2009
Aaron Timothy KowalRaymond James Financial Services, Inc.SagePoint Financial, Inc.08-10-2009
Jeffrey Davis KowalRaymond James Financial Services, Inc.SagePoint Financial, Inc.08-10-2009
Tyler Patrick DalyRaymond James Financial Services, Inc.Wells Fargo Investments, LLC08-13-2009
Michelle Lynna JenkinsRaymond James Financial Services, Inc.Edward Jones08-14-2009
Mark David PresleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-14-2009
Mark Anthony RojekRaymond James Financial Services, Inc.Morgan Stanley08-14-2009
Thomas J. Curtis IVRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Morgan Troy BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Albert C. Brown Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Myriam Maurice PadillaRaymond James Financial Services, Inc.Chase Investment Services Corp.08-25-2009
Sally Harris BransonRaymond James Financial Services, Inc.Edward Jones08-25-2009
Dustin Cobey HoflandRaymond James Financial Services, Inc.Chase Investment Services Corp.08-26-2009
Paul Justis Lancaster Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5008-27-2009
Robert Bruce CallenderRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5008-27-2009
Thomas William WardRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2508-28-2009
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Showing 176 to 200 of 2,330 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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