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
Melissa Mary Louise PaddockRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-30-2020
Kirsten Luise SeymourRaymond James Financial Services, Inc.RBC Capital Markets, LLC08-26-2019
Janelle Marie LewisRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-03-2019
Tiffany Nicole SolizRaymond James Financial Services, Inc.RBC Capital Markets, LLC03-22-2018
Brandon Garrett HaaseRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-19-2017
Craig Edward PoppRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-13-2016
Edgar RamirezRaymond James Financial Services, Inc.RBC Capital Markets, LLC06-12-2015
Daniel Robert CahillRaymond James Financial Services, Inc.RBC Capital Markets, LLC04-16-2014
Lacey Lee HoganRaymond James Financial Services, Inc.RBC Capital Markets, LLC04-12-2013
Eric Van KaufmanRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-27-2012
Jason Stokes GrigsbyRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-29-2011
Stanley Amos HauxwellRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011
Valerie Anne HobbsRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011
Justin Louis VaccaroRaymond James Financial Services, Inc.RBC Capital Markets, LLC10-23-2009
Aaron Isaac BrachmanRaymond James Financial Services, Inc.RBC Capital Markets, LLC$105-25-2016
Donna Kay Luna-HernandezRaymond James Financial Services, Inc.RBC Capital Markets, LLC$1006-14-2012
Gerald Laurence KulikRaymond James Financial Services, Inc.RBC Capital Markets, LLC$2506-16-2015
Matthew Carl MillerRaymond James Financial Services, Inc.RBC Capital Markets, LLC$2502-12-2010
Patrick Bart KlipsteinRaymond James Financial Services, Inc.RBC Capital Markets, LLC$4910-24-2016
Jacquelyn Elizabeth RizzoRaymond James Financial Services, Inc.RBC Capital Markets, LLC$5009-13-2013
Oran Eric TeaterRaymond James Financial Services, Inc.RBC Capital Markets, LLC$5004-21-2011
Deborah Ann JuranRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10001-30-2020
Mark Stephan TrimmerRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10009-13-2019
Adam Christian MilesRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10006-02-2017
Christopher Jerome DetmerRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10005-25-2016
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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.