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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melissa Alice FradenburgRaymond James Financial Services, Inc.Lakeshore Financial Planning Inc.11-04-2019
Tyler Joel StephensRaymond James Financial Services, Inc.Securities America, Inc.09-04-2019
William Henry Kumm IVRaymond James Financial Services, Inc.FSC Securities Corporation01-15-2019
Donald Robert Genord IIIRaymond James Financial Services, Inc.FSC Securities Corporation01-15-2019
Jennifer J. VerscheureRaymond James Financial Services, Inc.IHT Wealth Management LLC12-20-2018
Eric Walter DobrzynskiRaymond James Financial Services, Inc.Securities America, Inc.11-05-2018
Casie J. EitniearRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated10-25-2018
Samuel P. ManessRaymond James Financial Services, Inc.ValMark Securities, Inc.02-22-2018
Robin StackRaymond James Financial Services, Inc.Morgan Stanley02-16-2018
Janice Wai-Fun LoRaymond James Financial Services, Inc.Morgan Stanley02-16-2018
Thomas Newell WallRaymond James Financial Services, Inc.Edward Jones10-19-2017
Evan LianRaymond James Financial Services, Inc.PNC Investments07-11-2017
Michael Shane BrocavichRaymond James Financial Services, Inc.Edward Jones05-05-2017
Darren Charles BrennanRaymond James Financial Services, Inc.Mercer Global Advisors Inc.02-06-2017
Chad Alan KeimRaymond James Financial Services, Inc.LPL Financial LLC07-18-2016
David Mark DellerRaymond James Financial Services, Inc.Edward Jones06-14-2016
Kimberly Anne GagneRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.06-14-2016
Andrew Harvey GagneRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.06-03-2016
Gautam MuthusamyRaymond James Financial Services, Inc.Edward Jones01-08-2016
Natalie Louise TiteRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Jason E. WagenmakerRaymond James Financial Services, Inc.Royal Securities Company09-29-2015
Michael Joseph WybleRaymond James Financial Services, Inc.Fifth Third Securities, Inc.09-03-2015
Amanda Marie Jeeves ZorzaRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.08-25-2015
Joseph Alan JeevesRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.06-25-2014
Mathew Ryan BrittRaymond James Financial Services, Inc.Rehmann Financial04-21-2014
Next Page »

Showing 1 to 25 of 95 entries

Page 1 | 2 | 3 | 4

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.