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
Jordan Charles GreenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-15-2020
Sidney Coy GrantRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-30-2020
Francie Lynn BrownRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-25-2020
Allison Marie FryRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-11-2020
Zachary T. PaytonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-12-2020
Stephen Wallace GeorgeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-16-2020
Stephen Elmer VesseyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-06-2020
Kelly Marie McCloyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC11-01-2019
Brandon Christopher KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Kirk Edwin BuberRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-23-2019
William Lawrence OckerlundRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-20-2019
William David BrutusRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-06-2019
Keegan Wade BellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-05-2019
Kelly Allen AngellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-17-2019
Micah Nathaniel WheatRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-01-2019
Mark Edward SchaferRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-25-2019
Dennis Arthur ReynoldsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-21-2019
Brian Vahan SerimianRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-18-2019
Charles P. StaplesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-07-2019
Peter D. KlockRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-18-2018
Scott Alan BrantingsonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-12-2018
Bradford Robert Coyle Sr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Bradford Robert Coyle Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
David Joseph MattyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
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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.