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
David Clark ConlonRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$2510-23-2017
Thomas Lyn FooteRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$10010-23-2017
Theodore Hubert JarvisRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC10-23-2017
Thomas William DavisRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$15010-23-2017
Brian Charles OsnerRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC10-23-2017
Sharon Dara DixonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$1012-07-2015
Cory Edmond MarlowRaymond James Financial Services, Inc.Cetera Advisor Networks LLC03-02-2015
Jennifer Miller WilkersonRaymond James Financial Services, Inc.Cetera Investment Services LLC$1010-15-2015
Marc Edward ChamberlinRaymond James Financial Services, Inc.Edward Jones$5004-12-2019
Randy Earl VoightRaymond James Financial Services, Inc.Edward Jones04-01-2010
Darlene Kay ParadiseRaymond James Financial Services, Inc.Fifth Third Securities, Inc.10-18-2016
Patrick G BallardRaymond James Financial Services, Inc.INVEST Financial Corporation$3301-18-2018
Matthew Robert GrabbeRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$1008-05-2016
Nicholas Daniel CombsRaymond James Financial Services, Inc.J.P. Morgan Securities LLC04-01-2019
Erin Lee MuttonRaymond James Financial Services, Inc.Lincoln Financial Advisors Corporation09-20-2012
Derek Andrew WilsonRaymond James Financial Services, Inc.LPL Financial LLC$2512-12-2018
Steven Allan CarlockRaymond James Financial Services, Inc.LPL Financial LLC$5005-01-2015
Kevin Gene AddingtonRaymond James Financial Services, Inc.LPL Financial LLC02-17-2015
Larry Earl NelsonRaymond James Financial Services, Inc.LPL Financial LLC$2501-07-2015
Joshua David ZorgerRaymond James Financial Services, Inc.LPL Financial LLC$1009-27-2013
Joseph David StaffordRaymond James Financial Services, Inc.MML Investors Services, LLC05-01-2015
Melinda Joyce KeanRaymond James Financial Services, Inc.Morgan Stanley$15002-28-2020
Chad Steven KaufmanRaymond James Financial Services, Inc.Morgan Stanley$1,00002-28-2020
Lee Eldon CoomlerRaymond James Financial Services, Inc.Morgan Stanley$1,00002-28-2020
Philip Allan Byers Jr.Raymond James Financial Services, Inc.Morgan Stanley10-16-2009
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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.