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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cheryl Kay Flier-BudgettRaymond James Financial Services, Inc.UBS Financial Services Inc.03-06-2009
Daniel Edward KosiskyRaymond James Financial Services, Inc.UBS Financial Services Inc.04-29-2009
Christopher R. MarinerRaymond James Financial Services, Inc.Edward Jones07-10-2009
Thomas J. Curtis IVRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Morgan Troy BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Albert C. Brown Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Lloyd Thomas ChurchRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.03-04-2010
Brian Dennis TrimbleRaymond James Financial Services, Inc.Edward Jones09-02-2010
Derek Glenn TrythallRaymond James Financial Services, Inc.Edward Jones10-28-2010
Jason Legrand SladeRaymond James Financial Services, Inc.Edward Jones12-09-2010
Colleen Sue LundyRaymond James Financial Services, Inc.Edward Jones$1002-17-2012
Michael Paul GuidrozRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-27-2012
Nicholas SilberschlagRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2013
Tony D. Widowski Jr.Raymond James Financial Services, Inc.Edward Jones$1002-07-2013
Guillermo Hector MongeRaymond James Financial Services, Inc.Mutual Securities, Inc.03-06-2013
Scott David RoelofsRaymond James Financial Services, Inc.Edward Jones$2507-05-2013
Deborah Dutton BaldiniRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$20008-23-2013
Tevis Ryan WestRaymond James Financial Services, Inc.Edward Jones12-06-2013
Ryan Philip RemingRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.05-08-2014
Alyn Scott RumboldRaymond James Financial Services, Inc.Edward Jones$5008-20-2014
Jason Vincent KunzRaymond James Financial Services, Inc.Raymond James & Associates, Inc.09-22-2014
Noah Seth KendrickRaymond James Financial Services, Inc.Edward Jones$5004-07-2015
Theodore Andrew YoungRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2015
Jonathan David GentileRaymond James Financial Services, Inc.Edward Jones$1010-30-2015
Robert Lind JacksonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$10004-18-2016
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Showing 1 to 25 of 49 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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