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
Mary Sarres NelsonRaymond James Financial Services Advisors, IncCalton & Associates, Inc.12-03-2019
Jarrod Michael LiebelRaymond James Financial Services Advisors, IncInfinex Investments, Inc.$15010-01-2019
Jay Robert MassowRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc01-08-2015
Jeffrey Scott BlaserRaymond James Financial Services Advisors, IncBlaser Investment Management Group, LLC$5011-14-2014
Richard H. EckellRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc01-24-2013
Henry Tyrone LeggetteRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc$2508-20-2010
Kenneth Alan WhittakerRaymond James Financial Services Advisors, IncRaymond James Financial Services Advisors, Inc$2511-24-2009
Rodney Gordon TalbotRaymond James Financial Services Advisors, IncTalbot Asset Management Corp.$5005-27-2009
Davis Mikiel BrownRaymond James Financial Services Advisors, IncSA Stone Wealth Management Inc.03-12-2009
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
Joseph Stuart MyersRaymond James Financial Services Advisors, IncCitigroup Global Markets Inc.01-12-2009
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

Showing 1 to 18 of 18 entries

Page 1

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.