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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Randall Alan SchrimsherRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-02-2009
John David SimeoneRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-02-2009
Diana Lynn JenkinsRaymond James Financial Services Advisors, IncKemple Capital, LLC01-02-2009
Mitchell Elliott KauffmanRaymond James Financial Services Advisors, IncKauffman Wealth Services, Inc.01-02-2009
Richard Dean EarlyRaymond James Financial Services Advisors, IncEarly, Mcclintic & Mcmillan01-02-2009
Scott David McclinticRaymond James Financial Services Advisors, IncEarly, Mcclintic & Mcmillan01-02-2009
Daniel Thomas McmillanRaymond James Financial Services Advisors, IncEarly, Mcclintic & Mcmillan01-02-2009
Maia Devon ThomasRaymond James Financial Services Advisors, IncCarson Advisory Group01-02-2009
Edward Mark HendersonRaymond James Financial Services Advisors, IncKooman & Associates, Inc.01-02-2009
David Allen SzafranskiRaymond James Financial Services Advisors, IncEdgewater Pro Sports Financial01-02-2009
Gerald Alan ShantzerRaymond James Financial Services Advisors, IncMargolis Financial Services, LLC01-02-2009
Timothy Allan PolenRaymond James Financial Services Advisors, IncBush Polen & Associates Inc01-02-2009
Jennifer Irene HectorRaymond James Financial Services Advisors, IncCarter and Carter Financial01-02-2009
Karl David FooteRaymond James Financial Services Advisors, IncFoote Financial, Inc.01-02-2009
Kenneth Dean MartinelliRaymond James Financial Services Advisors, IncAXA Advisors, LLC01-02-2009
James Donald DemeyerRaymond James Financial Services Advisors, IncSII Investments, Inc.01-02-2009
Joseph Stuart MyersRaymond James Financial Services Advisors, IncCitigroup Global Markets Inc.01-12-2009
Donald James PaulRaymond James Financial Services Advisors, IncCitigroup Global Markets Inc.01-22-2009
Jon Emmett ShulerRaymond James Financial Services Advisors, IncWealth Management Associates, Inc.01-22-2009
Davis Mikiel BrownRaymond James Financial Services Advisors, IncSA Stone Wealth Management Inc.03-12-2009
Tim Alan BanksRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.03-24-2009
Sydney GomezRaymond James Financial Services Advisors, Inc401kapow03-31-2009
Sarah Blatz WilkinsRaymond James Financial Services Advisors, IncMorton Wealth Advisors04-06-2009
John Randall Macclary Jr.Raymond James Financial Services Advisors, Inc401kapow04-13-2009
Claiborne Barksdale Morton IIIRaymond James Financial Services Advisors, IncFiduciaryplanreview04-14-2009
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Showing 1 to 25 of 92 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.