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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Evan Taejin ChungRaymond James Financial Services, Inc.Cantella & Co., Inc.07-17-2019
Emily Jean SmithRaymond James Financial Services, Inc.Morgan Stanley07-15-2019
Nicole C BoulaisRaymond James Financial Services, Inc.Thrivent Investment Management Inc.07-15-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
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
Michael Richard KannerRaymond James Financial Services, Inc.Morgan Stanley$5007-11-2019
Thomas Mckenzie HastingsRaymond James Financial Services, Inc.NYLIFE Securities LLC07-11-2019
Derrick John GlencerRaymond James Financial Services, Inc.LPL Financial LLC$5007-10-2019
Christopher M Michael JackowskiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2019
Ellen SpathisRaymond James Financial Services, Inc.UBS Financial Services Inc.07-09-2019
Nancy Jean OnderkoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$5407-08-2019
Sean MolloyRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-08-2019
Bryan Lee BlackwellRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1007-08-2019
Melissa Renee CunninghamRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-08-2019
Janelle Marie LewisRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-03-2019
Tony James WittrockRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-02-2019
Paul Martin HainesRaymond James Financial Services, Inc.BOK Financial Securities, Inc.$5007-01-2019
Jeffrey Alan ClarkRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-27-2019
Alexander Robert SaltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC06-26-2019
Robert Dean Pippenger JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-25-2019

Showing 1 to 21 of 21 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.