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
Kelly Ann CorahRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$5001-18-2012
Kasha Brook McLemoreRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$5001-18-2012
Robert Nicholas SageRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
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
Kimberlee Ann BouskaRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Susan Marie PearceRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Michael Patrick CooneyRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Melissa Renee KeeseRaymond James Financial Services, Inc.CUSO Financial Services, L.P.02-07-2012
Donald Lee Kerr IIIRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$1010-15-2014
John F. PassagliaRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$1010-15-2014
Daniel Lee BartoszRaymond James Financial Services, Inc.CUSO Financial Services, L.P.10-15-2014
Nik Harmon PowellRaymond James Financial Services, Inc.CUSO Financial Services, L.P.10-15-2014
Aleksey Yakovlevitch PoryadinRaymond James Financial Services, Inc.CUSO Financial Services, L.P.10-15-2014
Ronald Litteral Jr.Raymond James Financial Services, Inc.CUSO Financial Services, L.P.10-15-2014
Carlos Enrique Caceres Jr.Raymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Alan John DavisRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$1009-19-2019
Robert A. Koba Jr.Raymond James Financial Services, Inc.CUSO Financial Services, L.P.$15009-19-2019
Terrance William ArgesRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Samuel AhnRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019

Showing 1 to 20 of 20 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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