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
Sidney Coy GrantRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-30-2020
Todd Allen PaceRaymond James Financial Services, Inc.LPL Financial LLC03-31-2020
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
Cody Lynn CrossRaymond James Financial Services, Inc.Allstate Financial Services, LLC02-05-2020
Jacqueline Louise SchlupRaymond James Financial Services, Inc.Brennan Wealth Advisors, LLC01-27-2020
Esmeralda ValarezoRaymond James Financial Services, Inc.LPL Financial LLC12-02-2019
Richard Charles McLinden IIIRaymond James Financial Services, Inc.Edward Jones10-29-2019
Bevin E. HartnettRaymond James Financial Services, Inc.Waddell & Reed10-16-2019
Amanda Lynn DaughertyRaymond James Financial Services, Inc.FSC Securities Corporation08-29-2019
Talmage Wayne DemeesterRaymond James Financial Services, Inc.USAA Investment Management Company08-21-2019
Miles Robert MillerRaymond James Financial Services, Inc.BBVA Securities Inc.08-12-2019
Weldon Brent ThomasRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-09-2019
Charles W. DevoeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
Katelyn Mary PaleosRaymond James Financial Services, Inc.UBS Financial Services Inc.07-25-2019
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Jeffrey James O'BrienRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Michelle Lee NesmithRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2019
Felicia Ann BrightbillRaymond James Financial Services, Inc.Edward Jones05-17-2019
Todd Lynne CoxRaymond James Financial Services, Inc.AXA Advisors, LLC05-17-2019
Joshua Glen PalmerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC03-01-2019
William Yrgue Rice IVRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
Ricardo Antonio Lima Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.02-15-2019
John Dwight SaalfieldRaymond James Financial Services, Inc.UBS Financial Services Inc.02-15-2019
Lindsay Brooke HeymanRaymond James Financial Services, Inc.UBS Financial Services Inc.02-15-2019
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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.