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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Stone CravensRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC02-27-2009
John Currier GoodsonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-23-2009
Kevin Ronald SullivanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1003-27-2009
Bradley Everett GardnerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-01-2009
Daniel Robert CatoneRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-01-2009
David Michael WasleyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-01-2009
John Emil CarlsonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-13-2009
David Timothy GeskeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10007-16-2009
Thomas J. Curtis IVRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Morgan Troy BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Albert C. Brown Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Ian Eugene JamesRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5001-14-2011
John Martin LynchRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$37203-22-2012
Molly Ryan CroyleRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15003-22-2012
Lindsay JohnsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1003-22-2012
Arthur Robert DelucaRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-22-2012
Allie Lynnette Gamble-TaylorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-22-2012
Andrew Steven FentressRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-22-2012
Michelle ColomboRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-11-2012
Shaun David SearleRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2012
William Scott SchrothRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Joseph Duncan Taylor Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Doyle Kipling DominyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Donald Bruce KellyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Denise Marie BucciRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-12-2013
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Showing 1 to 25 of 162 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.