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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Logan Ray JacksonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-30-2020
George Upshur NottinghamRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00005-06-2020
Susan B NottinghamRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-06-2020
Thomas Paul LeemanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-06-2020
Charles FerssizidisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-09-2020
James Leslie Heaton JrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10010-07-2019
Brandon Christopher KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Bradford Robert Coyle SrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Allison Erin AllenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Bradford Robert Coyle JrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Henry Milner CaldwellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-15-2018
Sarah Klawitter MarksRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-18-2018
Vera Christina ReichRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-18-2018
Scot Lee MorrisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10012-01-2017
Alicia Coullier BorghiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-01-2017
Paul Jeffrey StaadekerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$16206-15-2017
Jeremy Bryan StaadekerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2506-15-2017
Michael John MaggiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-31-2015
Lucas Walter JonesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-16-2014
Scott Ward HaleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-27-2013
Jason Matthew KoptishRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-27-2013
Scott V GlazeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-27-2013

Showing 1 to 23 of 23 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.