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
Todd Daniel DietrichRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$10005-24-2011
Tyler Richard BeckRaymond James Financial Services, Inc.Ameritas Investment Corp.05-31-2018
Martha Marie ToledoRaymond James Financial Services, Inc.Avantax Investment Services, Inc.08-12-2010
Christopher R. McMunigleRaymond James Financial Services, Inc.AXA Advisors, LLC11-04-2014
Mark Allen MullicanRaymond James Financial Services, Inc.AXA Distributors, LLC$10001-24-2011
Christopher Michael HeilmanRaymond James Financial Services, Inc.BB&T Investment Services, Inc.03-26-2010
Richard Charles IrrRaymond James Financial Services, Inc.Cantella & Co., Inc.$10011-27-2017
Amy J. MartinRaymond James Financial Services, Inc.Cetera Advisor Networks LLC12-15-2014
Benjamin Donald WaltersRaymond James Financial Services, Inc.Cetera Advisor Networks LLC08-26-2011
Derek Lee GossRaymond James Financial Services, Inc.Cetera Advisor Networks LLC03-28-2011
Jill Diane GeeseyRaymond James Financial Services, Inc.Cetera Investment Services LLC06-09-2016
Gerald Joseph McCreadyRaymond James Financial Services, Inc.Cetera Investment Services LLC$25012-14-2012
Michael David EardleyRaymond James Financial Services, Inc.CFD Investments, Inc.$25001-06-2010
Robert Saul ShassolRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$10001-02-2015
David OxleyRaymond James Financial Services, Inc.Citizens Securities, Inc.10-13-2016
Thomas Wesley RemmeyRaymond James Financial Services, Inc.Citizens Securities, Inc.01-03-2014
Carol Lynn IannessaRaymond James Financial Services, Inc.Commonwealth Financial Network$10003-01-2017
Christopher John TarquinioRaymond James Financial Services, Inc.Commonwealth Financial Network$10003-01-2017
Michael Gilbert FinnellRaymond James Financial Services, Inc.Commonwealth Financial Network$50003-01-2017
Christopher Edward CraytonRaymond James Financial Services, Inc.Commonwealth Financial Network03-01-2017
Toby Joseph KrouseRaymond James Financial Services, Inc.Edward Jones06-20-2019
Ryan Allen MillerRaymond James Financial Services, Inc.Edward Jones$70004-02-2018
Jason Robert MathisRaymond James Financial Services, Inc.Edward Jones$10005-20-2015
Beverly Jean GuslerRaymond James Financial Services, Inc.Edward Jones$10004-26-2010
Constantine John KartsonasRaymond James Financial Services, Inc.Federated Investment Counseling07-16-2013
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Showing 1 to 25 of 180 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.