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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cody Lynn CrossRaymond James Financial Services, Inc.Allstate Financial Services, LLC02-05-2020
Eric Joseph BlakeRaymond James Financial Services, Inc.Allstate Financial Services, LLC09-08-2014
Nathan Lee HaleRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$4808-30-2019
Weldon Brent ThomasRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-09-2019
Chris R OberlingRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$10009-28-2017
Steven J DawsonRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1006-15-2017
Kyle D. SimmonsRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC06-15-2017
Jeffrey Travis DrostRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC03-21-2017
Darrell William ReeseRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$10003-13-2014
Anthony R. LoveRaymond James Financial Services, Inc.Avantax Investment Services, Inc.08-31-2015
Jared Wesley FordRaymond James Financial Services, Inc.Avantax Investment Services, Inc.09-27-2013
William Jay PeacockRaymond James Financial Services, Inc.Avantax Investment Services, Inc.$108-05-2013
Mitchel Devin PhifferRaymond James Financial Services, Inc.AXA Advisors, LLC$10005-17-2019
Todd Lynne CoxRaymond James Financial Services, Inc.AXA Advisors, LLC05-17-2019
Colton Trent LarueRaymond James Financial Services, Inc.AXA Advisors, LLC01-13-2017
Andrew John WentzlerRaymond James Financial Services, Inc.AXA Advisors, LLC02-02-2015
Michael J. O'ReillyRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.$10005-29-2009
Louis Zarzana MattalianoRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.$15005-22-2009
Marvin Charles JoubertRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.05-22-2009
Darrell Wayne BrooksRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.$10005-22-2009
Monica Bianckino MyskaRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.05-08-2009
Kevin Michael LockabyRaymond James Financial Services, Inc.BBVA Compass Investment Solutions, Inc.07-27-2012
Miles Robert MillerRaymond James Financial Services, Inc.BBVA Securities Inc.08-12-2019
Gilbert LittleRaymond James Financial Services, Inc.BBVA Securities Inc.07-24-2018
Francesca D. Gervascio-FranzenRaymond James Financial Services, Inc.BBVA Securities Inc.$5006-22-2018
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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.