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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edmond John PhillipsRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5010-22-2019
George K. StambouloglouRaymond James Financial Services, Inc.Infinex Investments, Inc.$2510-21-2019
Robert Raymond MusanteRaymond James Financial Services, Inc.LPL Financial LLC10-18-2019
Sheila Nesbit KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-17-2019
David Patrick KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$28210-17-2019
Matthew David Melcior KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$24010-17-2019
Frederick James KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50010-16-2019
Stewart Earl SchraderRaymond James Financial Services, Inc.Fifth Third Securities, Inc.$15010-15-2019
Patricia Ann CockellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00010-15-2019
Melissa Beth ChipmanRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.10-15-2019
Anthony Franklin YunckerRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.10-15-2019
Jimmy “J.R.” Blackburn, Reed Potter, Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$24110-11-2019
Sophie Sobczynski StevensRaymond James Financial Services, Inc.LPL Financial LLC$5010-11-2019
Jimmy Ray Blackburn IIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Cheryl Lee RobinetteRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-11-2019
Reed Dennis Potter Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-11-2019
Joshua Charles LiljenquistRaymond James Financial Services, Inc.First Western Advisors$1010-10-2019
James Leslie Heaton Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10010-07-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
John JenningsRaymond James Financial Services, Inc.Morgan Stanley$10610-04-2019
Scott Miller KimballRaymond James Financial Services, Inc.First Western Advisors$15009-30-2019
Jennifer Rae BaldiniRaymond James Financial Services, Inc.Rehmann Financial Network, LLC$5009-27-2019
Eric Calvin WallaceRaymond James Financial Services, Inc.First Western Advisors$15009-26-2019
Cole Alan CooperRaymond James Financial Services, Inc.First Western Advisors$15009-26-2019

Showing 1 to 24 of 24 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.

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