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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Eugene NordenRaymond James Financial Services, Inc.BancWest Investment Services, Inc.10-15-2009
Lance Avery DunnRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50002-28-2011
Arthur Burton VelascoRaymond James Financial Services, Inc.BancWest Investment Services, Inc.02-28-2011
Charles Brandt RyanRaymond James Financial Services, Inc.BancWest Investment Services, Inc.11-18-2011
Brian James GalesRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$25001-11-2012
Todd Lyle GuennigsmannRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50003-01-2012
Gregory Gerard GeisRaymond James Financial Services, Inc.BancWest Investment Services, Inc.06-25-2012
Dionne Michelle TerzoliRaymond James Financial Services, Inc.BancWest Investment Services, Inc.08-05-2014
Ross BlountRaymond James Financial Services, Inc.BancWest Investment Services, Inc.11-02-2015
Jeremy Michael PalenskyRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$10010-19-2016
Travis Lee KikuchiRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$10005-03-2017
Kristy Natsuko NishidaRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$10005-03-2017
Kehaunani Frank ShaylerRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$15005-03-2017
Shigemi Tatemoto OkadaRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$18005-03-2017
Mark Henry SuisoRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$25005-03-2017
Jimmy Edward RhymerRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$25005-03-2017
Michael George HortonRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$25005-03-2017
Keith C. InouyeRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$25005-03-2017
Michael George TaylorRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50005-03-2017
Vernon Yew Cheong WongRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50005-03-2017
Richard William MayRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50005-03-2017
Tanya Pascua TarampiRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50005-03-2017
Charlene Marie LandsmanRaymond James Financial Services, Inc.BancWest Investment Services, Inc.05-03-2017
Bradford Lloyd HarrisonRaymond James Financial Services, Inc.BancWest Investment Services, Inc.05-03-2017
Craig Stephen AvellarRaymond James Financial Services, Inc.BancWest Investment Services, Inc.05-03-2017
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Showing 1 to 25 of 58 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.