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
Timothy Lee WerthRaymond James Financial Services, Inc.VSR Financial Services, Inc.$106-06-2016
Thomas M. DouglassRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5004-24-2017
Stuart E. WellsRaymond James Financial Services, Inc.TIAA-CREF Individual & Institutional Services, LLC01-08-2018
Roger Kent RatliffRaymond James Financial Services, Inc.Cetera Advisors LLC$7512-02-2019
Robert Dale OlveraRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Rex Skyler ClevengerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10003-20-2018
Reisha Lark FregoeRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Patrick Reynold FultonRaymond James Financial Services, Inc.Edward Jones06-11-2020
Michael Ray WardRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Michael Francis RichardsRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Matthew Douglas PriestRaymond James Financial Services, Inc.Smith, Moore & Co.$15008-15-2018
Mark Anthony AlbrightRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1002-20-2020
Lance Franklin ThompsonRaymond James Financial Services, Inc.Morgan Stanley06-12-2009
John Vincent OberzanRaymond James Financial Services, Inc.Morgan Stanley$2502-01-2012
Jenna Lee DempewolfRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.08-02-2017
Jeffrey Worth OstranderRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$15002-12-2016
Jeffery Lynn DinkelRaymond James Financial Services, Inc.VSR Financial Services, Inc.$2506-06-2016
Jason A. DouglassRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2017
James Timothy NeslageRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2704-24-2017
Grant Sterling GarwoodRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-26-2019
Frank Ross HamptonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-29-2011
Dustin Allen StullRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.09-12-2013
Donald Troy ArmentRaymond James Financial Services, Inc.State Farm VP Management Corp.06-14-2010
Devin Benjamin GfellerRaymond James Financial Services, Inc.VSR Financial Services, Inc.06-06-2016
Dennis Ray BaconRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5002-12-2015
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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.