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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Americo Joseph Salvetti IIIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-28-2014
Nicholas Dante SalvettiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-28-2014
Amy M TrujilloRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2013
Juslyn Kinue IkedaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-27-2012
Tiffany Danielle Peacock-AsakawaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-21-2012
Gregory Charles DebordRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-04-2012
Steven Donald HeitheckerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-04-2012
Chad Lawton ParkerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50009-04-2012
Richard Frank WilsonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-27-2012
Anthony Andrew NiedduRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25005-28-2010
Jeremy N. WissRaymond James Financial Services, Inc.MML Investors Services, LLC$50001-08-2019
Ronnyjane GoldsmithRaymond James Financial Services, Inc.Morgan Stanley$50005-24-2019
JOSEPH DWAYNE OLHEISERRaymond James Financial Services, Inc.Morgan Stanley$10002-25-2019
Dieter RamaekersRaymond James Financial Services, Inc.Morgan Stanley$20007-15-2016
Phillip LavalleRaymond James Financial Services, Inc.Morgan Stanley$10005-05-2016
Kaitlyn E. RathRaymond James Financial Services, Inc.Morgan Stanley05-08-2015
James Eric MaxwellRaymond James Financial Services, Inc.Morgan Stanley05-01-2015
Nicole Susanne McclureRaymond James Financial Services, Inc.Morgan Stanley04-28-2015
Peter Chi-Tseng ChenRaymond James Financial Services, Inc.Morgan Stanley$10002-28-2014
Joseph John MacdougallRaymond James Financial Services, Inc.Morgan Stanley$72003-09-2012
Graham John PearceRaymond James Financial Services, Inc.Morgan Stanley$50009-17-2010
Terry Lee ButcherRaymond James Financial Services, Inc.Morgan Stanley04-26-2010
John David Campbell IIIRaymond James Financial Services, Inc.Morgan Stanley$15004-23-2010
Jason Jan SgrignoliRaymond James Financial Services, Inc.Morgan Stanley$15004-23-2010
Hilary Robin CampbellRaymond James Financial Services, Inc.Morgan Stanley$10004-01-2010
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Showing 126 to 150 of 250 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.