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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey R. SmallRaymond James Financial Services, Inc.Wells Nelson & Associates, L.L.C.12-24-2018
Randall Wayne FowlerRaymond James Financial Services, Inc.The O.N. Equity Sales Company$2511-08-2018
Kenneth Charles HeidenreichRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5006-01-2018
Kimberly Jo GalbraithRaymond James Financial Services, Inc.PFS Investments Inc.05-31-2018
Mark Anthony JohnsonRaymond James Financial Services, Inc.Morgan Stanley$2501-16-2018
William David FayRaymond James Financial Services, Inc.Morgan Stanley$2512-01-2017
Saletha Margaret FullerRaymond James Financial Services, Inc.Investacorp, Inc.$5009-25-2017
Karen Faye BrunsRaymond James Financial Services, Inc.Investacorp, Inc.09-25-2017
Joshua Ray CottenRaymond James Financial Services, Inc.Edward Jones07-14-2017
Trevor Scott DavenportRaymond James Financial Services, Inc.INVEST Financial Corporation02-27-2017
Jeffrey Wayne VernonRaymond James Financial Services, Inc.Edward Jones$5007-29-2016
Kimberly Johanne KovacsRaymond James Financial Services, Inc.Cetera Investment Services LLC10-14-2015
Ronald Lance BakerRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$15001-30-2015
Shaun David SearleRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2012
Jerold Don RossRaymond James Financial Services, Inc.Edward Jones$10004-05-2012
Scott C RushRaymond James Financial Services, Inc.Morgan Stanley02-10-2012
Drew Jamison MunsonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2010
Keith Harold HolstenRaymond James Financial Services, Inc.Edward Jones$5001-22-2010
Martina Delese GoddardRaymond James Financial Services, Inc.Cetera Investment Services LLC01-05-2010
Lance SkalnikRaymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Angela Joan LynchRaymond James Financial Services, Inc.Cetera Investment Services LLC09-30-2009
Dustin Tye HellamsRaymond James Financial Services, Inc.Hilltop Securities Inc.06-10-2009
Nathan Wakefield FisherRaymond James Financial Services, Inc.Edward Jones$15002-19-2009

Showing 1 to 23 of 23 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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