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
Wendy Sue WilsonRaymond James Financial Services Advisors, IncSouthworth & Wilson Advisory Corp.07-02-2010
Timothy Allan PolenRaymond James Financial Services Advisors, IncBush Polen & Associates Inc01-02-2009
Tim Alan BanksRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.03-24-2009
Thomas Wayne BuckRaymond James Financial Services Advisors, IncThomas W. Buck, Investment Advisor03-28-2013
Thomas Lawrence JenneRaymond James Financial Services Advisors, IncHornor, Townsend & Kent, LLC07-18-2018
Theresa Marie PatronRaymond James Financial Services Advisors, IncSage Private Wealth Group, LLC05-15-2017
Sydney GomezRaymond James Financial Services Advisors, Inc401kapow03-31-2009
Sherrill Franklin Young Jr.Raymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Sherrill Franklin Young IIIRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Scott David McclinticRaymond James Financial Services Advisors, IncEarly, Mcclintic & Mcmillan01-02-2009
Sarah Blatz WilkinsRaymond James Financial Services Advisors, IncMorton Wealth Advisors04-06-2009
Ryan Michael BowmanRaymond James Financial Services Advisors, IncDUNSTON FINANCIAL GROUP, LLC04-04-2019
Ryan Lee ZimplemanRaymond James Financial Services Advisors, IncCambridge Investment Research, Inc.07-27-2018
Royce Lynn RheaRaymond James Financial Services Advisors, IncCetera Advisor Networks LLC03-05-2018
Roger James McconnellRaymond James Financial Services Advisors, IncStillman Capital Group09-29-2009
Rodney Wayne CarsonRaymond James Financial Services Advisors, IncSpectrum Wealth Advisors, Inc.10-02-2009
Rodney Gordon TalbotRaymond James Financial Services Advisors, IncTalbot Asset Management Corp.05-27-2009
Richard Edward MayerRaymond James Financial Services Advisors, IncWealth Strategies Of America, Inc.01-06-2010
Richard Dean EarlyRaymond James Financial Services Advisors, IncEarly, Mcclintic & Mcmillan01-02-2009
Rebecca Weldon MonishRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Randall Alan SchrimsherRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-02-2009
Ralayna D KennedyRaymond James Financial Services Advisors, IncMariner Wealth Advisors12-13-2018
Paul Stephen WoodRaymond James Financial Services Advisors, Inc401kapow06-25-2009
Paul Ray MorrisRaymond James Financial Services Advisors, IncMorris, Paul R.02-06-2014
Paul Francis Jacobs Jr.Raymond James Financial Services Advisors, IncBarnett & Co Inc02-25-2019
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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.