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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
Nathan Ryan GarciaRaymond James Financial Services, Inc.PNC Investments$15003-07-2019
Marco Goncalves RitaRaymond James Financial Services, Inc.PNC Investments11-07-2018
Sarah Elizabeth HahnRaymond James Financial Services, Inc.PNC Investments10-15-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Ryan Patrick HooverRaymond James Financial Services, Inc.PNC Investments08-22-2017
William Glen AddingtonRaymond James Financial Services, Inc.PNC Investments07-14-2017
Evan LianRaymond James Financial Services, Inc.PNC Investments07-11-2017
Richard Stuart ShivelyRaymond James Financial Services, Inc.PNC Investments01-19-2016
Mark Bradley HorlickRaymond James Financial Services, Inc.PNC Investments07-09-2015
Anthony Valencia Sola Jr.Raymond James Financial Services, Inc.PNC Investments$103-27-2015
John-Mark Collier YoungRaymond James Financial Services, Inc.PNC Investments02-02-2015
Winnie Jerome RajakumarRaymond James Financial Services, Inc.PNC Investments12-01-2014
Brian Michael SweeneyRaymond James Financial Services, Inc.PNC Investments02-24-2014
Gregory James CollinsRaymond James Financial Services, Inc.PNC Investments$110-01-2013
Toni Michelle DotsonRaymond James Financial Services, Inc.PNC Investments08-28-2013
Thomas Anthony SullivanRaymond James Financial Services, Inc.PNC Investments$4508-08-2013
Chaz Robert PriceRaymond James Financial Services, Inc.PNC Investments04-29-2013
Nathan Kendrick MccrillisRaymond James Financial Services, Inc.PNC Investments09-20-2012
Antoinette Marie ChakifRaymond James Financial Services, Inc.PNC Investments04-10-2012
Taryn Lynn OlszewskiRaymond James Financial Services, Inc.PNC Investments10-07-2011
David Ross KristiansenRaymond James Financial Services, Inc.PNC Investments07-25-2011
Douglas Dennis ZeidlerRaymond James Financial Services, Inc.PNC Investments10-07-2010
James Christopher LandersRaymond James Financial Services, Inc.PNC Investments08-25-2010
Gaye Russell KinkopfRaymond James Financial Services, Inc.PNC Investments07-12-2010
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Showing 1 to 25 of 29 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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