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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mariah Faith DoyleRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.01-05-2018
John Francis CombsRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2508-30-2017
Gary Warren HaberkornRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.04-05-2016
Matthew Gerard KellyRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.03-24-2016
Matthew Lewis MadeiraRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2502-25-2016
Neil David SniderRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.02-19-2016
Eric John KucheraRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.02-19-2016
Robert Chris NeeRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$5011-12-2015
Gary J. WalkerRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2509-09-2015
David Michael KennyRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2507-06-2015
Jeffrey Herbert TaylorRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$1006-26-2015
Darren BobleyRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$1003-07-2014
Michael James ChibidakisRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$10010-09-2013
Stephen David LassarRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.01-12-2010
Jeffrey Louis SaltzerRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.01-12-2010

Showing 1 to 15 of 15 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.