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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lloyd Thomas ChurchRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.03-04-2010
Tiffany Teel HouseRaymond James Financial Services, Inc.BBVA Securities Inc.01-07-2019
Robert Lind JacksonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$10004-18-2016
Barbara Jean SuttonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$3904-18-2016
Gregory Kenneth StarkRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$1504-18-2016
Kyle Lee RobertsonRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.04-18-2016
Ryan Philip RemingRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.05-08-2014
Timothy R. DivitoRaymond James Financial Services, Inc.Edward Jones$1010-16-2017
Caitlyn Renee SalloumRaymond James Financial Services, Inc.Edward Jones$1011-09-2016
Jonathan David GentileRaymond James Financial Services, Inc.Edward Jones$1010-30-2015
Noah Seth KendrickRaymond James Financial Services, Inc.Edward Jones$5004-07-2015
Alyn Scott RumboldRaymond James Financial Services, Inc.Edward Jones$5008-20-2014
Tevis Ryan WestRaymond James Financial Services, Inc.Edward Jones12-06-2013
Scott David RoelofsRaymond James Financial Services, Inc.Edward Jones$2507-05-2013
Tony D. Widowski Jr.Raymond James Financial Services, Inc.Edward Jones$1002-07-2013
Colleen Sue LundyRaymond James Financial Services, Inc.Edward Jones$1002-17-2012
Jason Legrand SladeRaymond James Financial Services, Inc.Edward Jones12-09-2010
Derek Glenn TrythallRaymond James Financial Services, Inc.Edward Jones10-28-2010
Brian Dennis TrimbleRaymond James Financial Services, Inc.Edward Jones09-02-2010
Christopher R. MarinerRaymond James Financial Services, Inc.Edward Jones07-10-2009
David Aaron JonesRaymond James Financial Services, Inc.LPL Financial LLC$10002-21-2019
Edward Jonathan McLellanRaymond James Financial Services, Inc.LPL Financial LLC$5002-21-2019
Paul Clement WintermantelRaymond James Financial Services, Inc.LPL Financial LLC$5002-21-2019
Eric Shawn MorganRaymond James Financial Services, Inc.LPL Financial LLC$2502-21-2019
Joseph Mitchell GreenbergRaymond James Financial Services, Inc.LPL Financial LLC02-21-2019
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Showing 1 to 25 of 48 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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