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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dale Keith MitchellRaymond James Financial Services, Inc.BancWest Investment Services, Inc.02-11-2019
Scott Samuel ChaffeeRaymond James Financial Services, Inc.BancWest Investment Services, Inc.01-25-2019
Benjamin G. HanssenRaymond James Financial Services, Inc.BancWest Investment Services, Inc.08-28-2017
Jeremy Michael PalenskyRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$10010-19-2016
Ross BlountRaymond James Financial Services, Inc.BancWest Investment Services, Inc.11-02-2015
Dionne Michelle TerzoliRaymond James Financial Services, Inc.BancWest Investment Services, Inc.08-05-2014
Gregory Gerard GeisRaymond James Financial Services, Inc.BancWest Investment Services, Inc.06-25-2012
Todd Lyle GuennigsmannRaymond James Financial Services, Inc.BancWest Investment Services, Inc.03-01-2012
Brian James GalesRaymond James Financial Services, Inc.BancWest Investment Services, Inc.01-11-2012
Charles Brandt RyanRaymond James Financial Services, Inc.BancWest Investment Services, Inc.11-18-2011
Lance Avery DunnRaymond James Financial Services, Inc.BancWest Investment Services, Inc.02-28-2011
Arthur Burton VelascoRaymond James Financial Services, Inc.BancWest Investment Services, Inc.02-28-2011
John Eugene NordenRaymond James Financial Services, Inc.BancWest Investment Services, Inc.10-15-2009

Showing 1 to 13 of 13 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.