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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Robert Pira Jr.Raymond James Financial Services, Inc.Cetera Investment Services LLC$50007-06-2009
Mary Susan WoodRaymond James Financial Services, Inc.Cetera Investment Services LLC$10009-30-2009
Lance SkalnikRaymond James Financial Services, Inc.Cetera Investment Services LLC$25009-30-2009
Jason Aaron PinneyRaymond James Financial Services, Inc.Cetera Investment Services LLC$25009-30-2009
Kimberly Dawn HarrisonRaymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Brian Keith MortonRaymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Andrew Lloyd Gelmers Jr.Raymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Angela Joan LynchRaymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Geoffrey Randall McgoffinRaymond James Financial Services, Inc.Cetera Investment Services LLC01-04-2010
Martina Delese GoddardRaymond James Financial Services, Inc.Cetera Investment Services LLC$25001-05-2010
John Joseph TekavecRaymond James Financial Services, Inc.Cetera Investment Services LLC01-11-2010
Holly Cooper StallworthRaymond James Financial Services, Inc.Cetera Investment Services LLC01-11-2010
Danny Joe OchsnerRaymond James Financial Services, Inc.Cetera Investment Services LLC03-08-2010
Lora Deluca ScottRaymond James Financial Services, Inc.Cetera Investment Services LLC03-24-2010
Michael Dean HarrisonRaymond James Financial Services, Inc.Cetera Investment Services LLC03-31-2010
Gregory Michael ReedRaymond James Financial Services, Inc.Cetera Investment Services LLC$10002-04-2011
Peter Eugene CongdonRaymond James Financial Services, Inc.Cetera Investment Services LLC$50009-06-2011
Jason Thomas BubonicRaymond James Financial Services, Inc.Cetera Investment Services LLC06-01-2012
Bruce Alan YoungRaymond James Financial Services, Inc.Cetera Investment Services LLC06-29-2012
Gerald Joseph McCreadyRaymond James Financial Services, Inc.Cetera Investment Services LLC$25012-14-2012
Jeffrey Scott BoehmRaymond James Financial Services, Inc.Cetera Investment Services LLC02-27-2013
Patricia Lane LumpkinRaymond James Financial Services, Inc.Cetera Investment Services LLC01-15-2014
Susan Johanna RogersRaymond James Financial Services, Inc.Cetera Investment Services LLC$10006-18-2014
James Andrew HotchkissRaymond James Financial Services, Inc.Cetera Investment Services LLC$50006-18-2014
Paul Fairfax PerkinsRaymond James Financial Services, Inc.Cetera Investment Services LLC06-18-2014
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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.