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
Jeremy Daniel CantuRaymond James & Associates, Inc.Ameriprise Financial Services, LLC12-06-2016
Petra ZuntRaymond James & Associates, Inc.Ameriprise Financial Services, LLC10-05-2016
Janice Margaret WeilandRaymond James & Associates, Inc.Cascade Investment Group, Inc.$15002-09-2018
Joshua Addison WaymireRaymond James & Associates, Inc.Citigroup Global Markets Inc.$15006-08-2009
Christine Grace BlakelyRaymond James & Associates, Inc.Comerica Securities$5007-09-2013
Gregory Lambert ThatcherRaymond James & Associates, Inc.Huntley Thatcher Ellsworth, Ltd.$5004-01-2011
Kelly Marie StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15003-05-2020
Christopher Russell RaftaryRaymond James & Associates, Inc.Jackson National Life Distributors LLC12-15-2016
Jamie Kenneth MoultonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-07-2019
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Cheryl L MylerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5001-19-2018
Jason Anthony JachimowiczRaymond James & Associates, Inc.Morgan Stanley$10004-07-2020
Lynn Ann ShookRaymond James & Associates, Inc.Morgan Stanley$3704-07-2020
Janis Lyn CrossRaymond James & Associates, Inc.Morgan Stanley01-20-2017
Matthew Elias WestRaymond James & Associates, Inc.Morgan Stanley$15001-20-2017
Andrew Joseph SchultzRaymond James & Associates, Inc.Morgan Stanley01-20-2017
Larry Neil KoenigsbergRaymond James & Associates, Inc.Morgan Stanley$50008-09-2012
Steven Mark RingquistRaymond James & Associates, Inc.Morgan Stanley04-13-2012
Brian Daniel TrujilloRaymond James & Associates, Inc.Morgan Stanley$2504-13-2012
Bradley W TrujilloRaymond James & Associates, Inc.Morgan Stanley04-13-2012
Brent Steven BurrowsRaymond James & Associates, Inc.Morgan Stanley04-21-2011
Ryan Cannon JonesRaymond James & Associates, Inc.Pruco Securities, LLC.08-30-2013
Pamela Ann StonerRaymond James & Associates, Inc.RBC Capital Markets, LLC04-14-2020
Michael Francis TrinenRaymond James & Associates, Inc.RBC Capital Markets, LLC$15004-06-2018
Susan Festa RobertsRaymond James & Associates, Inc.RBC Capital Markets, LLC03-17-2015
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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.