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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy Styczynski SabinRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$15007-12-2019
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Joshua Glen PalmerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$10003-01-2019
Robert Charles BurksRaymond James Financial Services, Inc.J.P. Morgan Securities LLC06-08-2018
Joshua M EllisonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC02-06-2018
Forest Busby Jr.Raymond James Financial Services, Inc.J.P. Morgan Securities LLC10-06-2017
Gregory Scott KalbRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-22-2016
Jacqueline Sue MataRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-22-2016
David Lee StevensRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-03-2016
Rosa Grace BerryRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$10008-24-2015
James Earl MahanRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-08-2015
Critt Daniel Walton Jr.Raymond James Financial Services, Inc.J.P. Morgan Securities LLC$50005-05-2015
Gregory Scott SniderRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-01-2015
Casey Justin FryRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$10004-01-2015

Showing 1 to 14 of 14 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.