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
Scot Douglas MulheronRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Edward Thomas BaehrendRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronald Glen HargisRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Sheryl Lynee JohnsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John Barry GerstRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Richard Clarence Grable Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James William HardamanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Roger Harrington CoxRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Randolph Nair CarverRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joyce Marie SagerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Charles Wayne EvansRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kevin Brent SummaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Curtis FrittsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Leroy ShipleyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Carolyn Shea ChristofersonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Thomas Barnette Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Gary Lane PankratzRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Stanley John Keating IIIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Ignatius CudoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jeffrey Allen StollRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John Virgil MoreyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Tammy Lee WinterfeldRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Allan Scott LynnRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Matthew Michael DeweeseRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Arthur Edward Taylor Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 151 to 175 of 923 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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