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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Donald DemeyerRaymond James Financial Services Advisors, IncSII Investments, Inc.01-02-2009
Kenneth Dean MartinelliRaymond James Financial Services Advisors, IncAXA Advisors, LLC01-02-2009
Maia Devon ThomasRaymond James Financial Services Advisors, IncCarson Advisory Group01-02-2009
Randall A. SchrimsherRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC01-02-2009
John David SimeoneRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC$2501-02-2009
Jennifer Irene HectorRaymond James Financial Services Advisors, IncCarter and Carter Financial01-02-2009
Joseph Stuart MyersRaymond James Financial Services Advisors, IncCitigroup Global Markets Inc.01-12-2009
Jon Emmett ShulerRaymond James Financial Services Advisors, IncWealth Management Associates, Inc.$10001-22-2009
Donald James PaulRaymond James Financial Services Advisors, IncCitigroup Global Markets Inc.01-22-2009
Davis Mikiel BrownRaymond James Financial Services Advisors, IncSA Stone Wealth Management Inc.03-12-2009
Matthew Eric SacharRaymond James Financial Services Advisors, IncMorgan Stanley & Co. LLC04-17-2009
Rodney Gordon TalbotRaymond James Financial Services Advisors, IncTalbot Asset Management Corp.$5005-27-2009
Roger James McConnellRaymond James Financial Services Advisors, IncStillman Capital Group$5009-29-2009
Rodney Wayne CarsonRaymond James Financial Services Advisors, IncSpectrum Wealth Advisors, Inc.$5010-02-2009
Kenneth Alan WhittakerRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc$2511-24-2009
Christopher Lawrence KabatRaymond James Financial Services Advisors, IncWells Fargo Investments, LLC02-01-2010
Jill Ann HaueterRaymond James Financial Services Advisors, IncEdward Jones06-30-2010
Wendy Sue WilsonRaymond James Financial Services Advisors, IncSouthworth & Wilson Advisory Corp.$107-02-2010
Henry Tyrone LeggetteRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc$2508-20-2010
Carl Christian JorgensenRaymond James Financial Services Advisors, IncCarl Christian Jorgensen$5003-15-2011
Dennis Scott BushRaymond James Financial Services Advisors, IncBush Polen & Associates Inc$2503-25-2011
Chandy Hannebaum WilcoxonRaymond James Financial Services Advisors, IncVero Wealth04-15-2011
Chanley Matthew ChristmanRaymond James Financial Services Advisors, IncPierce Financial Planning, Inc.$10008-24-2011
Connie Strickland WebbRaymond James Financial Services Advisors, IncQuest Capital Management, Inc.01-09-2012
Barbara Allen KoomanRaymond James Financial Services Advisors, IncKooman & Associates, Inc.04-02-2012
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Showing 1 to 25 of 74 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.