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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin Louis VaccaroRaymond James Financial Services, Inc.RBC Capital Markets, LLC10-23-2009
Ty Anthony GaroRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC03-16-2010
Tyler Anthony LulayRaymond James Financial Services, Inc.NYLIFE Securities LLC08-04-2010
Oran Eric TeaterRaymond James Financial Services, Inc.RBC Capital Markets, LLC$5004-21-2011
Clayton Robert TrenzRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15004-21-2011
Barbara Ellen Doust-BoggessRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-21-2011
Stanley Amos HauxwellRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011
Valerie Anne HobbsRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011
Samuel Jung HauxwellRaymond James Financial Services, Inc.Vanguard Marketing Corporation07-07-2011
Kenton Andrew HauxwellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2507-08-2011
Robert Henry EhlenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-25-2011
Richard Alan JonesRaymond James Financial Services, Inc.Morgan Stanley10-11-2011
Gary Brian DoddsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-20-2011
Kelly Ann CorahRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$5001-18-2012
Melisa Doucette Lindsay-LipkinsRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Karen Allene O'KeefeRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
Shannon Kay GrahamRaymond James Financial Services, Inc.Essex National Securities, LLC$5001-18-2012
Richard Alan JonesRaymond James Financial Services, Inc.1st Global Capital Corp.03-12-2013
Jeffrey Meade CapellenRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$5005-05-2014
Karri Marie MaccluerRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-05-2014
Chad Evan FenslerRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-05-2014
Andrew John EckleyRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$2505-05-2014
Calen John KolbRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-05-2014
William Bryant KeithRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$15010-15-2014
Todd Edward McKeeRaymond James Financial Services, Inc.CUSO Financial Services, L.P.10-15-2014
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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.