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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Hy Jamie SaportaRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-05-2014
Michael H FischerRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-29-2009
Jeffrey Malcolm MoorhouseRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Barbara Esther PerraultRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Stephen Craig WilsonRaymond James Financial Services, Inc.Citigroup Global Markets Inc.04-24-2009
Glen Andrew ArcherRaymond James Financial Services, Inc.Citigroup Global Markets Inc.04-17-2009
Charles Joseph Soprano JrRaymond James Financial Services, Inc.Citigroup Global Markets Inc.03-03-2009
Harold Andrew ComererRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-27-2009
Anthony Mario BondochRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-13-2009
John Charles OKeeffeRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-12-2009
Denise Simone SobczakRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-12-2009
Curt Paul ArcementRaymond James Financial Services, Inc.Citigroup Global Markets Inc.01-16-2009
Fred Berne McNeelyRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$905-22-2009
Kenneth Joe HajdikRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2505-22-2009
Sandra Lee StewartRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2505-06-2009
David Scott BedfordRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2505-05-2009
David Paul PaciorekRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2504-29-2009
Sean Michael PriebeRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2504-03-2009
Michael Alan IppRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2503-20-2009
Sherif John AwadRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2503-17-2009
Andrew Charles PheiffRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2503-13-2009
Rhonda Faye BordelonRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2503-03-2009
Kenneth Joseph FitzpatrickRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2802-20-2009
Donald Dudley WoodhouseRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$4304-17-2009
Michael J Germano IVRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$5003-16-2017
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Showing 1 to 25 of 43 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.