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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Charles LaroseRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC$10001-18-2012
William Andrew Tychsen IIRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC$15001-18-2012
Mary Virginia LamphereRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC$50001-18-2012
William Charles HeiserRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Michael LipkinsRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Juan Manuel RojasRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Jeffrey R. Alejandro Jr.Raymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Scott Robert HamaguchiRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Endry SurjantoRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC01-18-2012
Richard Anthony CamachoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$25011-17-2017
Guido CosenzaRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.02-19-2016
Sammi Ellyn GoldsteinRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.03-02-2015
Cheryl Lynn YoungRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.07-30-2009
Boaz Yu Sam ChanRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.07-30-2009
Jenny Melinda PowellRaymond James Financial Services, Inc.Ameritas Investment Corp.06-27-2016
Margaret Mccollester DunnRaymond James Financial Services, Inc.Avantax Investment Services, Inc.01-03-2013
Dionne Michelle TerzoliRaymond James Financial Services, Inc.BancWest Investment Services, Inc.08-05-2014
Gregory Gerard GeisRaymond James Financial Services, Inc.BancWest Investment Services, Inc.06-25-2012
Charles Brandt RyanRaymond James Financial Services, Inc.BancWest Investment Services, Inc.11-18-2011
Lance Avery DunnRaymond James Financial Services, Inc.BancWest Investment Services, Inc.$50002-28-2011
Arthur Burton VelascoRaymond James Financial Services, Inc.BancWest Investment Services, Inc.02-28-2011
Jacarri Claiborne WilliamsRaymond James Financial Services, Inc.BOK Financial Securities, Inc.$10009-23-2019
Evan Taejin ChungRaymond James Financial Services, Inc.Cantella & Co., Inc.07-17-2019
Leon Ralph RoussoRaymond James Financial Services, Inc.Centaurus Financial, Inc.$25001-04-2019
Nancy Elizabeth Lewis-HeliotesRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$10009-25-2017
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Showing 1 to 25 of 249 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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