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
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Alfredo Garza IIIRaymond James Financial Services, Inc.Cetera Investment Services LLC11-11-2015
Allan Paul WattRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-26-2015
Allan Wayne CranfillRaymond James Financial Services, Inc.VSR Financial Services, Inc.$10007-18-2016
Alvin James LyssyRaymond James Financial Services, Inc.Edward Jones12-18-2015
Alvin Wayne BlancettRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2016
Amanda Lynn DaughertyRaymond James Financial Services, Inc.FSC Securities Corporation08-29-2019
Amar Nahida SaatiRaymond James Financial Services, Inc.MML Investors Services, LLC05-29-2015
Amy Styczynski SabinRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$15007-12-2019
Andrew John WentzlerRaymond James Financial Services, Inc.AXA Advisors, LLC02-02-2015
Ann-Marie SepukaRaymond James Financial Services, Inc.NRP Financial, Inc.$15011-05-2010
Anthony Ramsey LoveRaymond James Financial Services, Inc.Avantax Investment Services, Inc.08-31-2015
Arthur William BrandRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-28-2014
Bevin E. HartnettRaymond James Financial Services, Inc.Waddell & Reed$10010-16-2019
Billy Carl WilkersonRaymond James Financial Services, Inc.Chase Investment Services Corp.02-23-2012
Billy Cliff BelcherRaymond James Financial Services, Inc.Edward Jones$10011-26-2014
Brad Jason FeldmanRaymond James Financial Services, Inc.Cetera Investment Services LLC$25011-11-2015
Bradley Kenneth MuchowRaymond James Financial Services, Inc.Cetera Investment Services LLC12-05-2016
Brenda Kay DavisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25009-24-2010
Brett Rutledge McClaranRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50004-06-2018
Bretton Wayne WilliamsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25006-18-2009
Brian Alexander RemsonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-14-2015
Brian Arthur VanceRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-16-2009
Brian Christopher DavisRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15010-14-2015
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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.