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
Celina GrbicRaymond James Financial Services, Inc.Essex National Securities, LLC$5005-04-2016
Joseph Patrick DolanRaymond James Financial Services, Inc.Essex National Securities, LLC$2505-04-2016
Jeffrey Thomas BeebeRaymond James Financial Services, Inc.Essex National Securities, LLC05-04-2016
Albert Patrick LoscoRaymond James Financial Services, Inc.Essex National Securities, LLC05-04-2016
Kimberly TrimmerRaymond James Financial Services, Inc.Essex National Securities, LLC05-04-2016
Courtney Canaan CoxRaymond James Financial Services, Inc.Essex National Securities, LLC10-28-2014
Brett Wilson EverhartRaymond James Financial Services, Inc.Essex National Securities, LLC$15001-18-2012
David Logan WoodRaymond James Financial Services, Inc.Essex National Securities, LLC$10001-18-2012
Theodore Alan HalsethRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Laura Ann PedroncelliRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Shannon Kay GrahamRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Terry Lynn BroderickRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Michael Charles LaroseRaymond James Financial Services, Inc.Essex National Securities, LLC$1001-18-2012
Scott Steven JennerRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Bert Douglas BrowenRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Tonya Dawn LippleRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michelle Lee HyltonRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Dino ArenaRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
William Andrew Tychsen IIRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Nichol J. NadeauRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Alexander Matthew SaldanaRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
John Pierce Murphy Jr.Raymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michaela J. BarkerRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Michael LipkinsRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Jeri Colleen JensenRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
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Showing 1 to 25 of 38 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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