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
Rodger Earl Fagerburg Jr.Raymond James Financial Services, Inc.1st Global Capital Corp.09-01-2014
Theodore Alan HalsethRaymond James Financial Services, Inc.Addison Avenue Financial Partners, LLC$10001-18-2012
Willard A. Phillips Jr.Raymond James Financial Services, Inc.Ameriprise Financial Services, Inc.04-13-2010
James Allen Dickson Jr.Raymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$50010-02-2009
Robin Janet TomsRaymond James Financial Services, Inc.Cantella & Co., Inc.$50005-20-2019
John Christopher TutenRaymond James Financial Services, Inc.Cantella & Co., Inc.$10006-08-2009
Anthony Mario BondochRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-13-2009
Tiara Deshae KincaidRaymond James Financial Services, Inc.E*TRADE Securities LLC01-04-2019
Michael Linton Malone Jr.Raymond James Financial Services, Inc.Edward Jones$50008-18-2017
Michael Todd WhitakerRaymond James Financial Services, Inc.Edward Jones$10002-13-2017
Daniel John BiseseRaymond James Financial Services, Inc.Edward Jones$50011-24-2015
James L. Poole IIIRaymond James Financial Services, Inc.Edward Jones$50007-31-2015
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones$25007-29-2015
Sibonee Gabrielle PeaseRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC07-13-2017
Robert Wayne MartinRaymond James Financial Services, Inc.First Legacy Securities, LLC$25002-18-2009
Paul Raymond MassaRaymond James Financial Services, Inc.INVEST Financial Corporation$50010-10-2014
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Gregory Alan LesterRaymond James Financial Services, Inc.Janney Montgomery Scott LLC$25004-04-2014
Allen Paul Petway Jr.Raymond James Financial Services, Inc.LPL Financial LLC$25001-15-2016
Charles Michael BarkerRaymond James Financial Services, Inc.LPL Financial LLC$50001-15-2016
Jason Lee DagleyRaymond James Financial Services, Inc.LPL Financial LLC05-14-2015
Steven Paul BoatnerRaymond James Financial Services, Inc.LPL Financial LLC04-13-2010
Thomas Patrick Moonan Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2017
Anne F. HatchRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10008-10-2016
Roy Kenneth Woods Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$12008-10-2016
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Showing 1 to 25 of 92 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.