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
Jacob Lawrence FedorRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC06-08-2009
Christopher Ronald BeckRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5006-08-2009
Adam Wade AllenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5006-19-2009
Philip Allan Byers Jr.Raymond James Financial Services, Inc.Morgan Stanley10-16-2009
Scott Riley OsbornRaymond James Financial Services, Inc.PNC Investments$102-01-2010
Randy Earl VoightRaymond James Financial Services, Inc.Edward Jones04-01-2010
Douglas Dennis ZeidlerRaymond James Financial Services, Inc.PNC Investments10-07-2010
Joseph Otto BoeglinRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$2511-15-2010
Brendan Todd NormanRaymond James Financial Services, Inc.Nationwide Investment Services Corporation05-19-2011
David Ross KristiansenRaymond James Financial Services, Inc.PNC Investments$5007-25-2011
Heidi Wetzel HargisRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.05-07-2012
Gene Edward TruebloodRaymond James Financial Services, Inc.Vero Wealth06-15-2012
Michael Vincent RicciRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5008-20-2012
Erin Lee MuttonRaymond James Financial Services, Inc.Lincoln Financial Advisors Corporation09-20-2012
Nathan Kendrick McCrillisRaymond James Financial Services, Inc.PNC Investments09-20-2012
Sarah Elizabeth BostonRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.05-06-2013
Joshua David ZorgerRaymond James Financial Services, Inc.LPL Financial LLC$1009-27-2013
Steven Craig KucharskiRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1005-09-2014
Larry Earl NelsonRaymond James Financial Services, Inc.LPL Financial LLC$2501-07-2015
Kevin Gene AddingtonRaymond James Financial Services, Inc.LPL Financial LLC02-17-2015
Cory Edmond MarlowRaymond James Financial Services, Inc.Cetera Advisor Networks LLC03-02-2015
Steven Allan CarlockRaymond James Financial Services, Inc.LPL Financial LLC$5005-01-2015
Joseph David StaffordRaymond James Financial Services, Inc.MML Investors Services, LLC05-01-2015
Jennifer Miller WilkersonRaymond James Financial Services, Inc.Cetera Investment Services LLC$1010-15-2015
Sharon Dara DixonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$1012-07-2015
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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.