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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Robert CardellaRaymond James Financial Services, Inc.Edward Jones06-12-2020
Charles Joseph Costa IIIRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Charles Wesley Davidson JrRaymond James Financial Services, Inc.Goldman Sachs Personal Financial Management06-03-2020
Ralph Corley Watson IIIRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Wesley Blake TurnerRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Kelly Christine ManningRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Jeffrey Allen CoxRaymond James Financial Services, Inc.Synovus Securities, Inc.05-29-2020
Christopher Michael RayRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
Brent Dean CopelandRaymond James Financial Services, Inc.American Global Wealth Management, Inc.04-24-2019
Joshua J BrockRaymond James Financial Services, Inc.Park Avenue Securities LLC02-15-2019
Tiara Deshae KincaidRaymond James Financial Services, Inc.E*TRADE Securities LLC01-04-2019
Ronald Walter BurdekinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-23-2018
Erin Jernigan KruegerRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.04-27-2018
Michael Jeremy HobbsRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.04-27-2018
James Mitchell BroadwayRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-24-2018
James Mitchell Broadway JrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-24-2018
Thomas Patrick Moonan JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2017
Sibonee Gabrielle PeaseRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC07-13-2017
Anne F HatchRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2016
Carlos Luis DominguezRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-06-2016
Barbara Anne DentonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-06-2016
Charles Michael BarkerRaymond James Financial Services, Inc.LPL Financial LLC01-15-2016
Kirk Randall DunhamRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-12-2015
James David Mackler JrRaymond James Financial Services, Inc.Morgan Stanley08-17-2015
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones07-29-2015
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Showing 1 to 25 of 83 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.