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
Debora Ann CraigRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-06-2009
John Thomas PriestapRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$2505-14-2009
Gary Thomas PriestapRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated05-14-2009
Raleigh E. Horne Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.$10002-02-2010
Lawrence Joseph Kearney Jr.Raymond James Financial Services, Inc.Morgan Stanley$2502-26-2010
Nicholas Edward BonnRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-12-2010
Mark William BublitzRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2010
William Schuyler GrayRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10006-11-2010
Mark Alan KrugRaymond James Financial Services, Inc.Centaurus Financial, Inc.07-19-2010
Kathleen Lois GordonRaymond James Financial Services, Inc.Edward Jones$10008-13-2010
Benjamin Wayne GriffithRaymond James Financial Services, Inc.Foresters Financial Services, Inc.08-13-2010
Samuel Agostino OrlandoRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.10-08-2010
Jason Alan GuentherRaymond James Financial Services, Inc.Stevens Wealth Management LLC04-11-2012
Andrew Norman KelloggRaymond James Financial Services, Inc.Foresters Financial Services, Inc.02-15-2013
Gregory James CollinsRaymond James Financial Services, Inc.PNC Investments$2510-01-2013
Nicole Burony-NobleRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1010-25-2013
Nicholas George DefenthalerRaymond James Financial Services, Inc.CIG Asset Management, Inc.01-24-2014
Deborah Lynn BauerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.03-24-2014
Mathew Ryan BrittRaymond James Financial Services, Inc.Rehmann Financial04-21-2014
Joseph Alan JeevesRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.06-25-2014
Daniel K. KrauskopfRaymond James Financial Services, Inc.Edward Jones$1010-03-2014
Michael Steven BullisRaymond James Financial Services, Inc.First Allied Securities, Inc.$2501-05-2015
David Michael KennyRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2507-06-2015
Amanda Marie Jeeves ZorzaRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.08-25-2015
Jason E. WagenmakerRaymond James Financial Services, Inc.Royal Securities Company09-29-2015
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Showing 1 to 25 of 69 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.

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