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
Miriam Michelle CavanaughRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00005-01-2020
Bobby Neil FosterRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Olivia Rose SebastianRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Mark Martin McCulloch Jr.Raymond James Financial Services, Inc.Morgan Stanley$10002-14-2020
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
Scott Douglas GarciaRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5002-06-2020
Sarah Jo StanleyRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.01-27-2020
Kurt A. WhiteRaymond James Financial Services, Inc.Pacer Financial, Inc.12-09-2019
Patricia Ann CockellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00010-15-2019
James Paul BoudreauRaymond James Financial Services, Inc.Edward Jones$15008-16-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Tony James WittrockRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-02-2019
Christopher Gregory DelongRaymond James Financial Services, Inc.B.B. Graham & Company, Inc.06-03-2019
Christopher Michael O'NeillRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5004-16-2019
Paul David SussmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$704-16-2019
Evan Bernard CarabelloRaymond James Financial Services, Inc.Ryan Financial Inc.04-11-2019
Justin Gregory DavisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00003-18-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Elizabeth Kay GugelRaymond James Financial Services, Inc.SagePoint Financial, Inc.11-28-2018
Andrew Michael PalmasanoRaymond James Financial Services, Inc.Black Creek Capital Markets, LLC09-28-2018
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Jacob JaegleRaymond James Financial Services, Inc.Personal Capital Advisors Corporation08-29-2018
James Leon Smith Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5005-24-2018
Sandon James PurcellRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5005-24-2018
Clint M. DeroseRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5005-23-2018
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Showing 1 to 25 of 106 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.