Advisers on the Move

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
Michael Anthony MarroccoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-15-2019
Leda Yasmine BonillaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-15-2019
Jennifer Ann MackayRaymond James Financial Services, Inc.BB&T Securities, LLC10-15-2019
George Holland WhitmoreRaymond James Financial Services, Inc.BB&T Securities, LLC10-06-2017
Ross Evan LegumRaymond James Financial Services, Inc.BB&T Securities, LLC$8204-03-2017
Arch Mcdowell Brown JrRaymond James Financial Services, Inc.BB&T Securities, LLC$10003-24-2017
Marsha N LawrenceRaymond James Financial Services, Inc.BB&T Securities, LLC03-24-2017
Paul Martin HainesRaymond James Financial Services, Inc.BOK Financial Securities, Inc.$5007-01-2019
Jeffrey T NowakRaymond James Financial Services, Inc.Capital Analysts11-09-2015
Michael Todd WhitmoreRaymond James Financial Services, Inc.Cetera Investment Advisers LLC06-18-2014
Guy Christian RinehartRaymond James Financial Services, Inc.Cetera Investment Advisers LLC06-18-2014
Andrew Page LillyRaymond James Financial Services, Inc.Cetera Investment Advisers LLC06-18-2014
Thomas Paul HughesRaymond James Financial Services, Inc.Cetera Investment Services LLC02-18-2015
Susan Johanna RogersRaymond James Financial Services, Inc.Cetera Investment Services LLC06-18-2014
John Joseph TekavecRaymond James Financial Services, Inc.Cetera Investment Services LLC01-11-2010
Holly Cooper StallworthRaymond James Financial Services, Inc.Cetera Investment Services LLC01-11-2010
Richard Drummond LongRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$5005-29-2009
Peter Michael MuckermanRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$5004-17-2009
John C McKendree JrRaymond James Financial Services, Inc.Compton Wealth Advisory Group, LLC$15008-26-2019
Daniel Miller BabiyRaymond James Financial Services, Inc.Davenport & Company LLC01-17-2012
Dianna Marie BurkholderRaymond James Financial Services, Inc.Edward Jones08-14-2020
Matthew Mark LindamoodRaymond James Financial Services, Inc.Edward Jones$5007-24-2020
Seth Ashby LiskeyRaymond James Financial Services, Inc.Edward Jones$2502-14-2020
Albert WuRaymond James Financial Services, Inc.Edward Jones$15010-25-2019
Jason L RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
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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.