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
Myriam Maurice PadillaRaymond James Financial Services, Inc.Chase Investment Services Corp.08-25-2009
Dustin Cobey HoflandRaymond James Financial Services, Inc.Chase Investment Services Corp.$10008-26-2009
Jeffrey Donor BarreraRaymond James Financial Services, Inc.Chase Investment Services Corp.09-04-2009
Diane Louise LudwigRaymond James Financial Services, Inc.Chase Investment Services Corp.$10009-08-2009
Douglas Barrett ClauserRaymond James Financial Services, Inc.Chase Investment Services Corp.09-10-2009
Neil Alex ChristieRaymond James Financial Services, Inc.Chase Investment Services Corp.09-10-2009
George Michael Cuevas IIRaymond James Financial Services, Inc.Chase Investment Services Corp.11-02-2009
Christa Lynn HalseyRaymond James Financial Services, Inc.Chase Investment Services Corp.05-27-2010
Eddie Ray SnowRaymond James Financial Services, Inc.Chase Investment Services Corp.08-04-2010
Darren Michael OlivioRaymond James Financial Services, Inc.Chase Investment Services Corp.$50009-07-2010
Jonathan Ongcuangco ReyesRaymond James Financial Services, Inc.Chase Investment Services Corp.$50001-06-2011
Mark Kenneth FischerRaymond James Financial Services, Inc.Chase Investment Services Corp.$50002-07-2011
Randy Robert FlickerRaymond James Financial Services, Inc.Chase Investment Services Corp.$10002-25-2011
Matthew Michael KeatorRaymond James Financial Services, Inc.Chase Investment Services Corp.$10004-11-2011
Steven John MuccioloRaymond James Financial Services, Inc.Chase Investment Services Corp.04-25-2011
Brett Samuel ArutiRaymond James Financial Services, Inc.Chase Investment Services Corp.04-26-2011
Porsche Elyse BrooksRaymond James Financial Services, Inc.Chase Investment Services Corp.05-20-2011
Xiao Qin KomischkeRaymond James Financial Services, Inc.Chase Investment Services Corp.10-20-2011
Heather Alysia FlanneryRaymond James Financial Services, Inc.Chase Investment Services Corp.11-17-2011
Matthew Reese MasonRaymond James Financial Services, Inc.Chase Investment Services Corp.02-01-2012
Billy Carl WilkersonRaymond James Financial Services, Inc.Chase Investment Services Corp.02-23-2012
Shondra D. LynchRaymond James Financial Services, Inc.Chase Investment Services Corp.03-02-2012
Steven Frank SchiebelhuthRaymond James Financial Services, Inc.Chase Investment Services Corp.$50004-13-2012

Showing 1 to 23 of 23 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.