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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan Lee ArlandRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Neil Jude GoetzmanRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-28-2020
Jeffrey Alan NauRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-28-2020
Rebecca Elizabeth ComstockRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-05-2020
Timothy Jonathan PooleRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-05-2020
Alexander BreaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2020
Alyssa C. CannuliRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2020
Tressa Lynn SanchezRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
William Alexander LongestRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
Daniel Alan OwensRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2019
Jimmy Ray Blackburn IIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Cheryl Lee RobinetteRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-11-2019
Reed Dennis Potter Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-11-2019
Brianna Lerae BlackburnRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Nicholas Eric VanoverRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Bradley Matthew PeavlerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Jeremy Wayne ThomasRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-18-2019
Elissa Kathleen FoleyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2019
Kamalu Glover Penjemane KaluhiokalaniRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2019
James A. PipinoRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2019
Gene Edward DooleyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-26-2019
Charles W. DevoeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
Christopher M Michael JackowskiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2019
Christian Kyle WolfeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-08-2019
Lee Siegal HendersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2019
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Showing 1 to 25 of 288 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.