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
Christopher Charles PearsallRaymond James Financial Services, Inc.Alerus Securities Corporation10-09-2013
Ryan Randy SerreynRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1006-30-2017
Benjamin Allan HolmRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC06-22-2010
Neil Adam BonnesonRaymond James Financial Services, Inc.Associated Investment Services, Inc.$2501-10-2012
Eric Gerald BrockbergRaymond James Financial Services, Inc.AXA Advisors, LLC$1004-01-2010
Todd Lyle GuennigsmannRaymond James Financial Services, Inc.BancWest Investment Services, Inc.03-01-2012
James Edward Boileau Jr.Raymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Michael Alan OwensRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Barbara Esther PerraultRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Steven Joseph PlantRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2504-01-2009
Bradley Mark SchroederRaymond James Financial Services, Inc.Commonwealth Financial Network$1011-04-2019
Patrick Carl GherityRaymond James Financial Services, Inc.CUNA Brokerage Services, Inc.11-04-2014
Matthew P. AskRaymond James Financial Services, Inc.Edward Jones06-15-2016
Nathaniel Scott LarsonRaymond James Financial Services, Inc.Edward Jones$15007-28-2015
Julie Ann LeichtnamRaymond James Financial Services, Inc.Edward Jones08-31-2012
Jeffrey Allen JuelsonRaymond James Financial Services, Inc.Edward Jones08-06-2012
Brian Eugene MannRaymond James Financial Services, Inc.Ehlers Investment Partners, LLC03-27-2012
Darlene Rae DorrRaymond James Financial Services, Inc.Fintegra, LLC07-29-2015
Ryan Edward WelleRaymond James Financial Services, Inc.Fintegra, LLC07-13-2015
Diana Marie PetersenRaymond James Financial Services, Inc.Fintegra, LLC$5011-26-2013
Steven L. BlockRaymond James Financial Services, Inc.Fintegra, LLC11-01-2012
Noel Patrick SilkerRaymond James Financial Services, Inc.Hab Wealth Management, Llc01-01-2014
Erik James SchultzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Bryan Ray BarrerRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Stephen Edward KruchtenRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
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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.