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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Scott PolandRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2009
Andrew Ted OsborneRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2508-19-2011
Loretta RoseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-11-2012
Dwayne Mccord DeatherageRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2013
Michael WestbrookRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-12-2013
Edward Boyd StephensRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$105-23-2016
David C AndersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$803-09-2017
George Linwood Hall IIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-09-2017
Ken Sheetz Anderson IIIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$103-09-2017
Nicholas David St GeorgeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-02-2018

Showing 1 to 10 of 10 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.