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
Nicholas Peter BednarczykRaymond James Financial Services, Inc.LPL Financial LLC$5001-07-2009
Darren James MarchRaymond James Financial Services, Inc.LPL Financial LLC08-07-2009
Samuel J FlahertyRaymond James Financial Services, Inc.LPL Financial LLC09-01-2009
George David Leidel Jr.Raymond James Financial Services, Inc.LPL Financial LLC$1009-16-2009
Corey P. LuckettRaymond James Financial Services, Inc.LPL Financial LLC$102-10-2010
Nicole Rachelle MosleyRaymond James Financial Services, Inc.LPL Financial LLC03-01-2010
Denis Joseph KennyRaymond James Financial Services, Inc.LPL Financial LLC04-13-2010
Steven Paul BoatnerRaymond James Financial Services, Inc.LPL Financial LLC04-13-2010
Amy Elizabeth Scott-StoltzRaymond James Financial Services, Inc.LPL Financial LLC04-22-2010
Thomas Edward PewittRaymond James Financial Services, Inc.LPL Financial LLC$5006-28-2010
Brian Hunter AndersonRaymond James Financial Services, Inc.LPL Financial LLC$2506-28-2010
Wayne Scott DictorRaymond James Financial Services, Inc.LPL Financial LLC$10009-17-2010
Patrick Kevin CrimminsRaymond James Financial Services, Inc.LPL Financial LLC09-22-2010
Kelly J. RhoadesRaymond James Financial Services, Inc.LPL Financial LLC09-22-2010
Thomas Jeffrey BakerRaymond James Financial Services, Inc.LPL Financial LLC09-22-2010
Sarah B. CannonRaymond James Financial Services, Inc.LPL Financial LLC09-22-2010
Eric Richard FeathersRaymond James Financial Services, Inc.LPL Financial LLC$2509-22-2010
Kathryn Ann DefosseRaymond James Financial Services, Inc.LPL Financial LLC10-20-2010
Chad Brian HumphreyRaymond James Financial Services, Inc.LPL Financial LLC10-27-2010
Nona Irene KolbrichRaymond James Financial Services, Inc.LPL Financial LLC02-04-2011
Matthew Michael RistveyRaymond James Financial Services, Inc.LPL Financial LLC02-04-2011
Lewis Anthony Rosa IIIRaymond James Financial Services, Inc.LPL Financial LLC02-04-2011
James Dennis MartinRaymond James Financial Services, Inc.LPL Financial LLC03-04-2011
Martin Davis HensleyRaymond James Financial Services, Inc.LPL Financial LLC04-04-2011
Patricia Rivera BurrellRaymond James Financial Services, Inc.LPL Financial LLC08-08-2011
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Showing 1 to 25 of 234 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.