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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Izaac KingRaymond James Financial Services, Inc.Edward Jones08-02-2019
Thomas Mckenzie HastingsRaymond James Financial Services, Inc.NYLIFE Securities LLC07-11-2019
Lee Henderson George Hutter Megan Giardina Christine Shea Patrick KunglRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37206-17-2019
Lee Siegal HendersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2019
George R HutterRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Megan Elise GiardinaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Christine SheaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Patrick David KunglRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones05-02-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones02-11-2019
Jonathan Alexander MurdockRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Paul Andrew SchmitzRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15001-11-2019
Nicholas MartinRaymond James Financial Services, Inc.Edward Jones12-14-2018
Jeremy Alan ParkerRaymond James Financial Services, Inc.Infinex Investments, Inc.$15001-22-2018
Joshua B PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
James Edgar Hassinger IIIRaymond James Financial Services, Inc.Allstate Financial Services, LLC06-21-2017
Desiree Rome KelleyRaymond James Financial Services, Inc.Capital Analysts01-26-2017
Amy Elizabeth HayesRaymond James Financial Services, Inc.Morgan Stanley05-10-2016
Jonathan Lyn BoothRaymond James Financial Services, Inc.State Farm VP Management Corp.07-14-2015
Gary L BoothRaymond James Financial Services, Inc.LPL Financial LLC02-20-2015
Charles Bradford BoothRaymond James Financial Services, Inc.LPL Financial LLC02-20-2015
Trenton Fleming CrawfordRaymond James Financial Services, Inc.Edward Jones01-12-2015
Toni Celeste BoudreauxRaymond James Financial Services, Inc.UBS Financial Services Inc.12-20-2013
Ricky Allan AndreasRaymond James Financial Services, Inc.UBS Financial Services Inc.12-13-2013
Timothy Carl AndreasRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$6012-06-2013
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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.