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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donovan Jay EhrmanRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10011-16-2011
Mark Thomas MeredithRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10011-16-2011
Lori Michelle FallisRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.11-16-2011
Tina Suzanne FrommeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.11-16-2011
Andrew Meyers KriegerRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.11-16-2011
Jacquelyn Kelly SchmidtRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.11-16-2011
Julie Ann CatoRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.11-01-2011
Philip Raymond Nickles Jr.Raymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10010-07-2011
Julie Renee Owens AllmanRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.09-06-2011
Katie Lynne McpartlandRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.08-08-2011
Jon Paul CassadaRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$25007-27-2011
Amanda Lynn LoflinRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.07-01-2011
Aaron David ManchesterRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.06-16-2011
Joshua Joel GoodridgeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10001-10-2011
James Troy DeversRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10010-05-2010
Barry Dustan HellerRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.10-05-2010
Mary Ann Maleski-RogersRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.03-01-2010
Stephan John HessRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10001-01-2010
Lauri Ann SperfslageRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$10011-03-2009
Michael Charles SpurlinRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.08-03-2009
Thomas Wayne FreezeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$25007-31-2009
Mark Clifton LewisRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.$25007-31-2009

Showing 1 to 22 of 22 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.