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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Allan MidkiffLPL Financial LLCRaymond James Financial Services, Inc.08-26-2019
Arthur Burton VelascoLPL Financial LLCRaymond James Financial Services, Inc.12-06-2018
Leroy Dennis SimpsonLPL Financial LLCRaymond James Financial Services, Inc.$5009-14-2018
John Eugene NordenLPL Financial LLCRaymond James Financial Services, Inc.05-30-2018
Clayton Allen ThompsonLPL Financial LLCRaymond James Financial Services, Inc.05-16-2018
Becky Jean VittumLPL Financial LLCRaymond James Financial Services, Inc.11-29-2017
Michael Karl HessLPL Financial LLCRaymond James Financial Services, Inc.11-17-2014
Deborah Kim HazardLPL Financial LLCRaymond James Financial Services, Inc.07-01-2014
Richard Angelo VellucciLPL Financial LLCRaymond James Financial Services, Inc.$10004-30-2014
Nancy Kay CatonLPL Financial LLCRaymond James Financial Services, Inc.06-27-2013
Jodi Lynn JohnsonLPL Financial LLCRaymond James Financial Services, Inc.06-27-2013
Garth Kevin TurnerLPL Financial LLCRaymond James Financial Services, Inc.$5012-18-2012
Terry Lee ButcherLPL Financial LLCRaymond James Financial Services, Inc.08-30-2012
Hilary Robin CampbellLPL Financial LLCRaymond James Financial Services, Inc.$10008-30-2012
John David Campbell IIILPL Financial LLCRaymond James Financial Services, Inc.$10008-30-2012
Patrick Michael Jeffs-CatoneLPL Financial LLCRaymond James Financial Services, Inc.06-05-2012
James Franklin Maness Jr.LPL Financial LLCRaymond James Financial Services, Inc.03-20-2012
Bradley Everett GardnerLPL Financial LLCRaymond James Financial Services, Inc.02-27-2012
Daniel Robert CatoneLPL Financial LLCRaymond James Financial Services, Inc.02-27-2012
Joo Hong KimLPL Financial LLCRaymond James Financial Services, Inc.$5010-21-2011
Steven Elmer ZarrLPL Financial LLCRaymond James Financial Services, Inc.11-23-2009
Adnan Hamid HussainLPL Financial LLCRaymond James Financial Services, Inc.01-20-2009

Showing 1 to 22 of 22 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.