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
Robert Geoffrey DonelanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-17-2019
Ryan Frederick RobertshawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Zachary Christopher JonesRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Michelle Lee GaskillRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
David Anthony WeberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-04-2019
Ryan Patrick HigginsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-31-2018
Dustin Edward MarlettRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC02-13-2018
Ryan Woodrow BlevinsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-16-2018
Garland Ray Davis IIRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-03-2017
Miller D. RobinsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Jamie Crystal AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-02-2017
Joyce Shirley MeswickRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-30-2017
Emily Rose MarinaroRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-01-2017
Ivey Gaskin BakerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-08-2017
Jason A. DouglassRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2017
Joseph Orin HatchRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Danielle Hope FlickingerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Cara Elizabeth LindnerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-27-2017
Jonathan David LindnerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-27-2017
Scott Lawrence DahlbergRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-26-2016
Jared Furman KohlRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Natalie Louise TiteRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Brian Alexander RemsonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-14-2015
Dustin Daniel BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-19-2015
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Showing 1 to 25 of 157 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.