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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Harolyn Ann SmithRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Thomas BrownRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Randolph DavisRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jeffrey Todd SteinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William Stephen CampbellRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Gregory Scott DriskellRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
George Michael SpinoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Randall Wayne RoebuckRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Bernard Walton Mahon Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Carl Wittenberg Scott Sr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Sandra Jazwinski YoungRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William Joseph WheelerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronald Kenneth CianiRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Cheri Lee ButcherRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Keith Robert HeringRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Howard David GoodfriendRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Larry Lee CavalenaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Roger William KnouseRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas Randolph McCarthyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Paul Vincent PerezRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Angela Sue WardRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
George William DukovichRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Robert Durham Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Greekly Leonard Gates IIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Timothy NovatnackRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
« Previous PageNext Page »

Showing 126 to 150 of 923 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.