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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Aaron JonesRaymond James Financial Services, Inc.LPL Financial LLC$10002-21-2019
Edward Jonathan MclellanRaymond James Financial Services, Inc.LPL Financial LLC$5002-21-2019
Eric Shawn MorganRaymond James Financial Services, Inc.LPL Financial LLC$2502-21-2019
Jason Christopher RomeroRaymond James Financial Services, Inc.LPL Financial LLC$102-21-2019
Joseph Mitchell GreenbergRaymond James Financial Services, Inc.LPL Financial LLC02-21-2019
Joshua Edward FadelRaymond James Financial Services, Inc.LPL Financial LLC02-21-2019
Mitchell Stanley LaytonRaymond James Financial Services, Inc.LPL Financial LLC02-21-2019
Paul Clement WintermantelRaymond James Financial Services, Inc.LPL Financial LLC$5002-21-2019
Robert Eugene NicholsRaymond James Financial Services, Inc.LPL Financial LLC$5002-21-2019
Timothy Joe ClemensRaymond James Financial Services, Inc.LPL Financial LLC02-21-2019
Eric Thomas WittRaymond James Financial Services, Inc.Morgan Stanley$102-15-2019
Tiffany Teel HouseRaymond James Financial Services, Inc.BBVA Securities Inc.01-07-2019
Timothy Robert DivitoRaymond James Financial Services, Inc.Edward Jones$2510-16-2017
Caitlyn Renee SalloumRaymond James Financial Services, Inc.Edward Jones$1011-09-2016
Matthew Jay ClayRaymond James Financial Services, Inc.Russell Investments Implementation Services, LLC$25010-24-2016
Barbara Jean SuttonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$2504-18-2016
Conrad Arthur RoskelleyRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.04-18-2016
Darin Robert ShebestaRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$15004-18-2016
Gregory Kenneth StarkRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$104-18-2016
Michael Cecil CupellRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.04-18-2016
Robert Lind JacksonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$10004-18-2016
Corey Jeff RathsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-22-2016
Jonathan David GentileRaymond James Financial Services, Inc.Edward Jones$1010-30-2015
Theodore Andrew YoungRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2015
Noah Seth KendrickRaymond James Financial Services, Inc.Edward Jones$2504-07-2015
Next Page »

Showing 1 to 25 of 55 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.