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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron David ManchesterRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.06-16-2011
Adriana DepalmaRaymond James Financial Services, Inc.UBS Financial Services Inc.02-10-2015
Alba SadeRaymond James Financial Services, Inc.Safra Securities LLC10-04-2013
Alessandro PaternoRaymond James Financial Services, Inc.TD Ameritrade Investment Management, LLC05-10-2016
Alexander Robert SaltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC06-26-2019
Alexander Stuart TaubRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-24-2009
Alexandra KochRaymond James Financial Services, Inc.Morgan Stanley01-05-2017
Allen Marshall ZickRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-20-2009
Andranik HayotsyanRaymond James Financial Services, Inc.HSBC Securities (USA) Inc.07-26-2017
Andrew Dino TortoRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$10002-19-2020
Andrew James CeislerRaymond James Financial Services, Inc.UBS Financial Services Inc.$10011-15-2017
Andrew Joseph BorzilleriRaymond James Financial Services, Inc.Morgan Stanley$15012-10-2015
Anthony M TangrediRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1006-21-2017
Anthony Robert FornataleRaymond James Financial Services, Inc.TD Ameritrade, Inc.01-18-2018
Anthony Roy MandileRaymond James Financial Services, Inc.Foresters Financial Services, Inc.03-16-2016
Arthur Charles Gonsalves IIIRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-29-2019
Arthur MatarazzoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$5007-15-2016
Barbara Deist BoccutoRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-09-2018
Bernard Arthur CliftonRaymond James Financial Services, Inc.UBS Financial Services Inc.$5006-19-2009
Bond Mwendwa NthengeRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-30-2013
Brad Joseph WhittedRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$20003-20-2009
Bradley Evan SilvermanRaymond James Financial Services, Inc.Morgan Stanley$20010-11-2013
Brandon Garrett HaaseRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-19-2017
Brett Samuel ArutiRaymond James Financial Services, Inc.Chase Investment Services Corp.04-26-2011
Brian BedfordRaymond James Financial Services, Inc.Private Advisor Group, LLC07-16-2018
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.