Advisers on the Move

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
Aaron Bradley CurryRaymond James Financial Services, Inc.The Huntington Investment Company07-07-2020
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2009
Andrew Duncan PopeRaymond James Financial Services, Inc.Edward Jones02-11-2015
Anthony Valencia Sola JrRaymond James Financial Services, Inc.PNC Investments03-27-2015
Brandon Everett HarrisonRaymond James Financial Services, Inc.LPL Financial LLC$15003-17-2017
Brian Matthew ReesRaymond James Financial Services, Inc.Vantage Financial Group, Inc.06-07-2019
Bridget Mary BeddellRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-09-2015
Caleb M UlmerRaymond James Financial Services, Inc.The Huntington Investment Company03-06-2019
Carl C HeltzelRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2504-17-2009
Chris Robin KlemanRaymond James Financial Services, Inc.Strategic Advisers LLC12-02-2016
Christopher Lewis NuetzelRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10005-24-2019
Christopher Michael PradoRaymond James Financial Services, Inc.MDT Advisers, A Division of Federated MDTA LLC08-27-2019
Christopher Scott HouseRaymond James Financial Services, Inc.LPL Financial LLC03-17-2017
Connor Glenn JarvisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2018
Cory William YoungsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2016
Daniel Harold LahaieRaymond James Financial Services, Inc.Independent Financial Partners09-09-2016
Daniel McGreevyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-31-2018
David Anthony BizjakRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$10005-15-2015
David Charles ClaibourneRaymond James Financial Services, Inc.B. Riley Wealth Management06-11-2019
David Joseph SattlerRaymond James Financial Services, Inc.Morgan Stanley06-19-2009
David Lynn ArcherRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2014
David Peter CraigRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-17-2016
David Steven PattonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15005-04-2018
Dominic Joseph GiovannazzoRaymond James Financial Services, Inc.Advantage Investment Management, LLC09-24-2013
Donald Edward MorrisRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$15003-06-2009
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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.