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
Logan R StoneRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10010-01-2018
Janet Lynn SchmeskiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2510-01-2018
David Joseph MattyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
Michael S. StocktonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
Timothy Joel HynesRaymond James Financial Services, Inc.Stephens11-15-2013
Kelly Sue PennRaymond James Financial Services, Inc.Stephens11-15-2013
Stephen Martin HansenRaymond James Financial Services, Inc.Securities America, Inc.$2505-27-2016
Scott Kyle SwanderRaymond James Financial Services, Inc.Securities America, Inc.$7705-26-2016
Clifton James LaddRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-02-2019
Scott Henry ShepherdRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10008-10-2018
Randy Scott KoontzRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Aaron Joseph JurgensmeyerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Eric Nicholas EilerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$6811-01-2016
Carl Jefferson DavisRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5011-01-2016
Elizabeth Mcdade DavisRaymond James Financial Services, Inc.Raymond James & Associates, Inc.11-01-2016
Carol Ann WilliamsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-19-2016
Daniel William NowellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5001-12-2016
Kevin Harold WilsonRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5002-18-2015
Jonathan Edward CokerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1002-18-2015
William Earl ElderRaymond James Financial Services, Inc.Morgan Stanley & Co. LLC$2503-20-2009
Jacob Andrew SpringerRaymond James Financial Services, Inc.Morgan Stanley & Co. LLC03-20-2009
Robert Shakib Bader Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Randy Grant CramerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Mason Joel HayesRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Annie Laurie NorrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-16-2018
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Showing 1 to 25 of 35 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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