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
Denise Marie BucciRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-12-2013
Mark Douglas MurphyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10004-23-2014
Michael Vince BongaartsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-23-2014
Steven Craig KucharskiRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10005-09-2014
Carl M. SalvatoRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-23-2014
Aileen Taboada AquiRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-23-2014
Kenneth Hosmer ComptonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50006-23-2014
Starla Susan BuchanonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$67006-23-2014
Ellen B. TaylorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-23-2014
Kevin Thomas O'BrienRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-27-2014
Danny Howard BarlowRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-22-2014
Robert Brennan BarlowRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-22-2014
Michael Louis CardwellRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15001-14-2015
Juan E. PapadopulosRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25001-14-2015
Peter George ChapmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50001-14-2015
Patrick J. Fazio IIIRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-14-2015
William Dale ThomasRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10001-15-2015
Matthew Girard WracherRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25001-15-2015
Dennis Ray BaconRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50002-12-2015
James Austin WildingRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10004-24-2015
Kurt Edward KimmichRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15004-24-2015
Gregory Joseph WeimerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Jonathan Harper JordanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Randall Jack HolcombeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Thomas Joseph HakeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-18-2015
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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.