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
Bradford Lawrence FlowersRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2003-17-2017
Brennen Claudemere VedelRaymond James & Associates, Inc.Raymond James & Associates, Inc.04-03-2019
Chad A. GardnerRaymond James & Associates, Inc.BBVA Securities Inc.$2506-22-2016
Charles Arthur WoodRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10006-03-2016
Charles Glenn Hawthorne IIRaymond James & Associates, Inc.Scottrade, Inc.11-16-2016
Christopher Tod SmithRaymond James & Associates, Inc.Morgan Stanley02-12-2015
Craig Olin Vinson Jr.Raymond James & Associates, Inc.Ameriprise Financial Services, LLC04-18-2019
Damon Michael HendersonRaymond James & Associates, Inc.RBC Capital Markets, LLC$2509-05-2014
David B.H. Chaffe IVRaymond James & Associates, Inc.ProEquities, Inc.08-08-2013
David Eugene TaylorRaymond James & Associates, Inc.Infinex Investments, Inc.01-22-2018
David Eugene WilliamsRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2014
Deborah Linn MosleyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1003-17-2017
Derrick Dale MosleyRaymond James & Associates, Inc.SunTrust Investment Services, Inc.10-16-2015
Dylan Grant JohnsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-03-2020
Evan S BrooksRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC07-09-2018
Gerald Markel HammRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2018
Gwendolyn Kay AkinRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$5001-18-2013
James Michael FordRaymond James & Associates, Inc.VALIC Financial Advisors, Inc.10-14-2014
Jenny Gyurova HiteRaymond James & Associates, Inc.Cetera Investment Services LLC10-15-2018
Jesse Robinson Taylor IIIRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-05-2010
John Michael Hearne Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2020
John Preston WattsRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2503-17-2017
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Mark Steven KingRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-09-2010
Michael Eugene PoeRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-13-2020
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Showing 1 to 25 of 38 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.