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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Joseph JurgensmeyerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Andrew Scott WhitbeckRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Annie Laurie NorrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-16-2018
Bethany Annette AtchleyRaymond James Financial Services, Inc.Edward Jones01-30-2012
Carl Jefferson DavisRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5011-01-2016
Carol Ann WilliamsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-19-2016
Clifton James LaddRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-02-2019
Daniel William NowellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5001-12-2016
David Joseph MattyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
Elizabeth Mcdade DavisRaymond James Financial Services, Inc.Raymond James & Associates, Inc.11-01-2016
Eric Nicholas EilerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$6811-01-2016
Jacob Andrew SpringerRaymond James Financial Services, Inc.Morgan Stanley & Co. LLC03-20-2009
Janet Lynn SchmeskiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2510-01-2018
Jonathan Edward CokerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1002-18-2015
Jonathan Samuel DawsonRaymond James Financial Services, Inc.Edward Jones09-12-2018
Kelly Sue PennRaymond James Financial Services, Inc.Stephens11-15-2013
Kenneth Taylor AdamsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Kevin Christopher FranklinRaymond James Financial Services, Inc.Edward Jones12-06-2011
Kevin Harold WilsonRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5002-18-2015
Logan R StoneRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10010-01-2018
Mason Joel HayesRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Michael S. StocktonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
Michele Atchley SearsRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$5004-09-2018
Randy Grant CramerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Randy Scott KoontzRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
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Showing 1 to 25 of 35 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.

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