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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Susan Elaine GodbeeRaymond James Financial Services Advisors, IncSynovus Securities, Inc.03-20-2020
Brandon Steven BundtRaymond James Financial Services Advisors, IncAsset Solutions, Inc.02-11-2020
Eric Karl ElmoreRaymond James Financial Services Advisors, IncTracker Funds LLC01-03-2020
Mary Sarres NelsonRaymond James Financial Services Advisors, IncCalton & Associates, Inc.12-03-2019
Jarrod Michael LiebelRaymond James Financial Services Advisors, IncInfinex Investments, Inc.$15010-01-2019
Ryan Michael BowmanRaymond James Financial Services Advisors, IncDUNSTON FINANCIAL GROUP, LLC04-04-2019
Paul Francis Jacobs Jr.Raymond James Financial Services Advisors, IncBarnett & Co Inc02-25-2019
Carl Vernon Cline IIIRaymond James Financial Services Advisors, IncResource Partners LLC$12801-02-2019
Sherrill Franklin Young Jr.Raymond James Financial Services Advisors, IncResource Partners LLC$2501-02-2019
Michael Patrick ThompsonRaymond James Financial Services Advisors, IncNext Financial Group, Inc.01-02-2019
Rebecca Weldon MonishRaymond James Financial Services Advisors, IncResource Partners LLC$5001-02-2019
Sherrill Franklin Young IIIRaymond James Financial Services Advisors, IncResource Partners LLC$2501-02-2019
Ralayna D KennedyRaymond James Financial Services Advisors, IncMariner Wealth Advisors12-13-2018
Kristin Vesia PrenticeRaymond James Financial Services Advisors, IncPark Avenue Securities LLC12-03-2018
Ryan Lee ZimplemanRaymond James Financial Services Advisors, IncCambridge Investment Research, Inc.$2307-27-2018
John Walter Kortze IVRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC$15007-19-2018
Thomas Lawrence JenneRaymond James Financial Services Advisors, IncHornor, Townsend & Kent, LLC07-18-2018
Royce Lynn RheaRaymond James Financial Services Advisors, IncCetera Advisor Networks LLC03-05-2018
Jennifer BruzasRaymond James Financial Services Advisors, IncInvestment Centers of America, Inc.03-01-2018
Theresa Marie PatronRaymond James Financial Services Advisors, IncSage Private Wealth Group, LLC05-15-2017
John Derek MajkowskiRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC04-11-2016
George William ShirleyRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC04-11-2016
Michael S. MuldoonRaymond James Financial Services Advisors, IncAmeriprise Financial Services, LLC05-21-2015
Jennifer Leigh AdamsRaymond James Financial Services Advisors, IncStarks Financial Group, Inc.$2501-14-2015
Dawn Gabrielle StarksRaymond James Financial Services Advisors, IncStarks Financial Group, Inc.$1001-12-2015
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Showing 1 to 25 of 64 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.