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
Christopher Daniel LongRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$10010-13-2017
Carol Rogers BreglioRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$2510-13-2017
Gary Wayne KeyfauverRaymond James Financial Services, Inc.AXA Advisors, LLC02-20-2009
Andrew Michael PalmasanoRaymond James Financial Services, Inc.Black Creek Capital Markets, LLC$2509-28-2018
Patricia Ann EllerbyRaymond James Financial Services, Inc.Cetera Investment Services LLC06-14-2017
Michael George SalardinoRaymond James Financial Services, Inc.Cetera Investment Services LLC$5011-11-2015
Charlotte Anne McConnellRaymond James Financial Services, Inc.Cetera Investment Services LLC11-11-2015
Melissa Renee KeeseRaymond James Financial Services, Inc.CUSO Financial Services, L.P.02-07-2012
James Paul BoudreauRaymond James Financial Services, Inc.Edward Jones$15008-16-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Ben Voss B. VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Jennifer Marie SheldonRaymond James Financial Services, Inc.Edward Jones10-24-2016
David Logan WoodRaymond James Financial Services, Inc.Essex National Securities, LLC$10001-18-2012
Terry Lynn BroderickRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Michelle Lee HyltonRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Jeri Colleen JensenRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Kristina Marie MeyersRaymond James Financial Services, Inc.Essex National Securities, LLC01-18-2012
Todd Matthew KirschRaymond James Financial Services, Inc.Farmers Financial Solutions, LLC07-01-2013
Stefanie Lynn CreenciaRaymond James Financial Services, Inc.First National Capital Markets$2506-17-2015
Matthew Allen VeenkerRaymond James Financial Services, Inc.First National Capital Markets$1006-17-2015
Royce Carl WernerRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Jill Marie WilsonRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Robert Michael LynchRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Andrew Thomas BarnesRaymond James Financial Services, Inc.GWFS Equities, Inc.06-03-2014
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Showing 1 to 25 of 57 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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