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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew W LaMar IIIRaymond James Financial Services, Inc.Edward Jones$50001-30-2009
Nathan Wakefield FisherRaymond James Financial Services, Inc.Edward Jones$15002-19-2009
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones$10002-20-2009
Rick Claude O'DellRaymond James Financial Services, Inc.Edward Jones$10003-06-2009
Christopher Charles BradfordRaymond James Financial Services, Inc.Edward Jones$10003-16-2009
Robert Allen DieneltRaymond James Financial Services, Inc.Edward Jones$50005-01-2009
William Chad MittonRaymond James Financial Services, Inc.Edward Jones05-22-2009
Gary Lynn LunaRaymond James Financial Services, Inc.Edward Jones05-22-2009
Lee Sims SkipperRaymond James Financial Services, Inc.Edward Jones$50007-10-2009
Christopher R. MarinerRaymond James Financial Services, Inc.Edward Jones$50007-10-2009
Cody Tjas JohnsonRaymond James Financial Services, Inc.Edward Jones$16007-23-2009
William F Wagner Jr.Raymond James Financial Services, Inc.Edward Jones$50007-23-2009
Norbert Joseph ForcheskieRaymond James Financial Services, Inc.Edward Jones07-24-2009
Michelle Lynna JenkinsRaymond James Financial Services, Inc.Edward Jones08-14-2009
Sally Harris BransonRaymond James Financial Services, Inc.Edward Jones$15008-25-2009
Karl Daniel DuitsmanRaymond James Financial Services, Inc.Edward Jones$10008-28-2009
Paul Jeffery GottshallRaymond James Financial Services, Inc.Edward Jones$50010-30-2009
Brian DorflingerRaymond James Financial Services, Inc.Edward Jones$10012-03-2009
Brian Timothy DuffyRaymond James Financial Services, Inc.Edward Jones$10012-04-2009
Remley Rivers CampbellRaymond James Financial Services, Inc.Edward Jones01-19-2010
Keith Harold HolstenRaymond James Financial Services, Inc.Edward Jones$50001-22-2010
Bret Richard TillmanRaymond James Financial Services, Inc.Edward Jones$10003-15-2010
Randy Earl VoightRaymond James Financial Services, Inc.Edward Jones$10004-01-2010
Robert Frank BatyRaymond James Financial Services, Inc.Edward Jones04-06-2010
Philip Norman ConstansRaymond James Financial Services, Inc.Edward Jones$10004-09-2010
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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.