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
William Michael GordonRaymond James Financial Services, Inc.Avantax Investment Services, Inc.09-01-2011
Paul M. GordonRaymond James Financial Services, Inc.Avantax Investment Services, Inc.09-01-2011
Melissa R. RogersRaymond James Financial Services, Inc.Avantax Investment Services, Inc.09-01-2011
Bonnie Williams HollingsRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-02-2009
Rebecca Aileen MathisRaymond James Financial Services, Inc.Columbia Management Investment Distributors, Inc.05-01-2018
Kathleen Ann CoppolaRaymond James Financial Services, Inc.Edward Jones09-07-2018
Cathy Lynn ByrnsideRaymond James Financial Services, Inc.Edward Jones$5004-27-2016
Rebecca Louise DixonRaymond James Financial Services, Inc.Edward Jones$10009-29-2014
Micah Andrew ValentineRaymond James Financial Services, Inc.Edward Jones08-22-2014
Jeffrey Dean WildesRaymond James Financial Services, Inc.Edward Jones$5011-05-2012
William Mctyeire Goldfinch IVRaymond James Financial Services, Inc.Edward Jones11-12-2010
Remley Rivers CampbellRaymond James Financial Services, Inc.Edward Jones01-19-2010
Jaime Vance HayesRaymond James Financial Services, Inc.First Citizens Securities Corporation$2502-21-2012
Lewis Eugene ButlerRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$5002-05-2016
William Scott MitchellRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10002-05-2016
Quincy Adolphus Kennedy IVRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$2502-05-2016
Torben Jensen Seear IIIRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC02-05-2016
David Joseph Chapman IIRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC02-05-2016
Karen Johnson MartinRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Dennis Lynn LathamRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
John Rainey PatrickRaymond James Financial Services, Inc.LPL Financial LLC03-10-2014
Christopher Robin LakianRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2010
Robert Lee MooreRaymond James Financial Services, Inc.MML Investors Services, LLC06-03-2019
Clarence Augustus Jeter IIIRaymond James Financial Services, Inc.Morgan Stanley04-29-2014
Elizabeth Jeter HrubalaRaymond James Financial Services, Inc.Morgan Stanley04-29-2014
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Showing 1 to 25 of 38 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.