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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brittany Rachel WeinerRaymond James Financial Services, Inc.INVEST Financial Corporation08-20-2018
Patrick G BallardRaymond James Financial Services, Inc.INVEST Financial Corporation$3301-18-2018
David Lawrence LangnerRaymond James Financial Services, Inc.INVEST Financial Corporation$5801-12-2018
Seth Adam HoffmanRaymond James Financial Services, Inc.INVEST Financial Corporation10-18-2017
Trevor Scott DavenportRaymond James Financial Services, Inc.INVEST Financial Corporation02-27-2017
Fred Scott BurkeRaymond James Financial Services, Inc.INVEST Financial Corporation02-23-2017
Jeremy Niles LoftisRaymond James Financial Services, Inc.INVEST Financial Corporation02-23-2017
Steven Robert EnglishRaymond James Financial Services, Inc.INVEST Financial Corporation02-15-2017
Derek David SimkowitzRaymond James Financial Services, Inc.INVEST Financial Corporation$102-15-2017
Andrea Lynn WadeRaymond James Financial Services, Inc.INVEST Financial Corporation02-15-2017
Rodney Taylor WrightRaymond James Financial Services, Inc.INVEST Financial Corporation$1009-28-2016
Paul Raymond MassaRaymond James Financial Services, Inc.INVEST Financial Corporation$5010-10-2014
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Joseph James DecandiaRaymond James Financial Services, Inc.INVEST Financial Corporation$15007-15-2011
Darren Keith HeislerRaymond James Financial Services, Inc.INVEST Financial Corporation$1002-08-2010
Erik James SchultzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Bryan Ray BarrerRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Stephen Edward KruchtenRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
James Leonard PetersonRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Paul Edward FlemingRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Lauren Gail GanzRaymond James Financial Services, Inc.INVEST Financial Corporation$2508-06-2009
Leroy Frank WinkelRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Roger Jon AndersonRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Gavin Robert BurnsRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Richard Merle FelstulRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
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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.