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
Julie Kathleen BenitzRaymond James Financial Services, Inc.LPL Financial LLC12-12-2017
Helen Porter ThorpRaymond James Financial Services, Inc.LPL Financial LLC11-13-2017
Richard Angelo VellucciRaymond James Financial Services, Inc.LPL Financial LLC$10011-09-2017
Dwayne Mccord DeatherageRaymond James Financial Services, Inc.LPL Financial LLC$10011-09-2017
Stanley Royce SmithRaymond James Financial Services, Inc.LPL Financial LLC$25011-09-2017
James Albert Drum Jr.Raymond James Financial Services, Inc.LPL Financial LLC$50011-09-2017
James Troy DeversRaymond James Financial Services, Inc.LPL Financial LLC$50011-09-2017
Rhonda Shelton PeedenRaymond James Financial Services, Inc.LPL Financial LLC$50011-09-2017
Angela Taylor EddinsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Debra Anne PittsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Suzette Lee McintyreRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Renee Perry EnglishRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Emily Joann BlackwellRaymond James Financial Services, Inc.LPL Financial LLC$10007-10-2017
Jill MiddletonRaymond James Financial Services, Inc.LPL Financial LLC06-21-2016
Ryan Thomas SmithRaymond James Financial Services, Inc.LPL Financial LLC$10010-31-2013
Terence Charles WilesRaymond James Financial Services, Inc.LPL Financial LLC$50010-31-2013
Kirk Eric SmithRaymond James Financial Services, Inc.LPL Financial LLC$50010-31-2011
Martin Davis HensleyRaymond James Financial Services, Inc.LPL Financial LLC04-04-2011
Kathryn Ann DefosseRaymond James Financial Services, Inc.LPL Financial LLC10-20-2010

Showing 1 to 19 of 19 entries

Page 1

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.