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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paula Maria FeinbergRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$14506-02-2020
Sid Grant Raymond James Financial Services, Inc.Wells Fargo Advisors, LLC$23004-30-2020
Sidney Coy GrantRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-30-2020
William Edward DendyRaymond James Financial Services, Inc.LPL Financial LLC$15003-31-2020
Todd Allen PaceRaymond James Financial Services, Inc.LPL Financial LLC03-31-2020
Tanner G. MathisRaymond James Financial Services, Inc.LPL Financial LLC$15003-31-2020
Chris Allen MessickRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$16803-03-2020
David Thomas PeacockRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$25003-03-2020
Matthew Corley SibleyRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2020
Alex M. TaylorRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2020
Melanie J. HousdenRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$6202-24-2020
Cody Lynn CrossRaymond James Financial Services, Inc.Allstate Financial Services, LLC02-05-2020
Gregory Lynn ShipperRaymond James Financial Services, Inc.Comerica Securities$5001-31-2020
Jacqueline Louise SchlupRaymond James Financial Services, Inc.Brennan Wealth Advisors, LLC01-27-2020
Esmeralda ValarezoRaymond James Financial Services, Inc.LPL Financial LLC12-02-2019
Darcy Megan McLindenRaymond James Financial Services, Inc.Edward Jones$5010-31-2019
Richard Charles McLinden IIIRaymond James Financial Services, Inc.Edward Jones10-29-2019
Joseph Luke Restivo IIIRaymond James Financial Services, Inc.Waddell & Reed$10010-16-2019
Bevin E. HartnettRaymond James Financial Services, Inc.Waddell & Reed10-16-2019
Donald Wayne BaileyRaymond James Financial Services, Inc.UBS Financial Services Inc.$10009-13-2019
John Michael PulliamRaymond James Financial Services, Inc.UBS Financial Services Inc.$20009-13-2019
Grey Lewis ProwseRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00009-06-2019
Dale Ray HawthorneRaymond James Financial Services, Inc.Securities America, Inc.$5009-05-2019
Nathan Lee HaleRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$4808-30-2019
Amanda Lynn DaughertyRaymond James Financial Services, Inc.FSC Securities Corporation08-29-2019
Next Page »

Showing 1 to 25 of 366 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.