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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marcus Anton FabianoRaymond James & Associates, Inc.J.P. Morgan Securities LLC08-20-2019
Shawn Michael PetersonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC07-11-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Alejandro Burrola HernandezRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Jose A Hernandez CevadaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC05-21-2019
Keith A KolomichukRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC12-17-2018
Zachary Cole HammRaymond James & Associates, Inc.Vanguard Marketing Corporation07-18-2018
William Trey KiddRaymond James & Associates, Inc.RBC Capital Markets, LLC04-10-2018
David John FaheyRaymond James & Associates, Inc.D.A. Davidson & Co.03-28-2018
Ernesto TruquiRaymond James & Associates, Inc.Morgan Stanley08-16-2017
Carlos A HurtadoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-03-2015
Angela Marie KunzeRaymond James & Associates, Inc.Vanguard Marketing Corporation02-05-2015
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Matthew Stephen BaehrRaymond James & Associates, Inc.UBS Financial Services Inc.11-01-2013
James WennlundRaymond James & Associates, Inc.Edward Jones08-30-2013
Guilford Ward NergardRaymond James & Associates, Inc.Morgan Stanley05-17-2013
Jeffrey Wilton HaysRaymond James & Associates, Inc.Morgan Stanley05-03-2013
David Joseph BrownRaymond James & Associates, Inc.Morgan Stanley04-26-2013
Rhonda Lynn RommelRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-02-2012
Louis Weihon JoeRaymond James & Associates, Inc.Citigroup Global Markets Inc.02-13-2009
Gary Steven WeissRaymond James & Associates, Inc.Citigroup Global Markets Inc.01-16-2009
Annamarie Theresa StricklandRaymond James & Associates, Inc.USAA Investment Services Company$2502-20-2020
Michael K Robbins IiRaymond James & Associates, Inc.USAA Investment Services Company$2502-20-2020
Kenneth Kaj HaycraftRaymond James & Associates, Inc.USAA Investment Services Company$2510-21-2019
Kelly Shannon HughesRaymond James & Associates, Inc.Van Eck Securities Corporation$2503-17-2015
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.