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.

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
Julian Tymshel ReynoldsRaymond James Financial Services, Inc.Securities America, Inc.$10011-30-2010
Paul Homer MasseyRaymond James Financial Services, Inc.Securities America, Inc.$25011-30-2010
James Joseph KarsatosRaymond James Financial Services, Inc.Securities America, Inc.12-06-2010
Benjamin James MarshallRaymond James Financial Services, Inc.Securities America, Inc.01-23-2012
Jill Lauren HensonRaymond James Financial Services, Inc.Securities America, Inc.06-28-2012
Mary Lynne YoderRaymond James Financial Services, Inc.Securities America, Inc.$25005-26-2016
Scott Kyle SwanderRaymond James Financial Services, Inc.Securities America, Inc.$77005-26-2016
Stephen Martin HansenRaymond James Financial Services, Inc.Securities America, Inc.$25005-27-2016
William Alan MertinsRaymond James Financial Services, Inc.Securities America, Inc.$50008-08-2016
Jerred Arthur BrownRaymond James Financial Services, Inc.Securities America, Inc.11-04-2016
Shelley Romaine KingRaymond James Financial Services, Inc.Securities America, Inc.$50008-31-2017
Joel Courtney WhiteRaymond James Financial Services, Inc.Securities America, Inc.$50001-19-2018
Matthew Morrison BordersRaymond James Financial Services, Inc.Securities America, Inc.$50001-19-2018
Garry Everett BordersRaymond James Financial Services, Inc.Securities America, Inc.$10001-22-2018
Wayne Charles MaierRaymond James Financial Services, Inc.Securities America, Inc.$15011-05-2018
Joseph Wayne MaierRaymond James Financial Services, Inc.Securities America, Inc.$25011-05-2018
Stanley Louis Steve DombrowskiRaymond James Financial Services, Inc.Securities America, Inc.$25011-05-2018
Michael Andrew WilcoxRaymond James Financial Services, Inc.Securities America, Inc.$50011-05-2018
Gregory Scott DahlbergRaymond James Financial Services, Inc.Securities America, Inc.$50011-05-2018
Eric Walter DobrzynskiRaymond James Financial Services, Inc.Securities America, Inc.11-05-2018
Tyler Joel StephensRaymond James Financial Services, Inc.Securities America, Inc.09-04-2019
Dale Ray HawthorneRaymond James Financial Services, Inc.Securities America, Inc.$50009-05-2019

Showing 1 to 22 of 22 entries

Page 1

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.