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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Michael Udovich Jr.Raymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Frank HujsaRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Kirk D BROOKSRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.06-22-2018
Scott Matthew SchroeffelRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.04-23-2018
Keith Charles KlineRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.04-13-2018
Justin NewmanRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.03-19-2018
Amy Cooper ColeRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.03-02-2018
David Mark BowerRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.01-12-2018
Holly Coe LockleyRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.01-12-2018
Jeffrey Layne JohnsonRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.12-05-2017
Sharon DvirRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-01-2017
Frank Leslie HavilandRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.10-13-2015
Brian Patrick AdamsRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-09-2014
Robert Preston MartinRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.01-14-2013
Michele Marie OrabonaRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.09-05-2012
Patrick Albert FaulknerRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-30-2012
Barbara Lloydette SpadyRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-30-2012
Timothy Robert KrausRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-30-2012
Cara Laiolo BeckerRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.04-13-2011
Carl Randy RodgersRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.01-24-2011
Jeffery Scott FehrmanRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-17-2009
Karen Strickland StewartRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-17-2009
William B. CaywoodRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-17-2009
Karen S. McKenzieRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-17-2009
Virginia Agee GrayRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-17-2009
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Showing 1 to 25 of 36 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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