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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Pamela Ann StonerRaymond James & Associates, Inc.RBC Capital Markets, LLC04-14-2020
Jason Anthony JachimowiczRaymond James & Associates, Inc.Morgan Stanley04-07-2020
Lynn Ann ShookRaymond James & Associates, Inc.Morgan Stanley04-07-2020
Kelly Marie StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC03-05-2020
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Matthew Christian DonahueRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-22-2019
Richard Allan WalshRaymond James & Associates, Inc.Stifel, Nicolaus & Company, Incorporated10-31-2018
Ian Douglas MacclureRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-15-2018
Wendy Sue MurrRaymond James & Associates, Inc.Morgan Stanley02-02-2018
Jeffrey Stephen OlineRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-29-2018
Jacob William LacyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-21-2017
Janis Lyn CrossRaymond James & Associates, Inc.Morgan Stanley01-20-2017
Andrew Joseph SchultzRaymond James & Associates, Inc.Morgan Stanley01-20-2017
Petra ZuntRaymond James & Associates, Inc.Ameriprise Financial Services, LLC10-05-2016
Kristen Rae GullicksonRaymond James & Associates, Inc.National Planning Corporation11-13-2015
Robert Michael CampbellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-29-2015
Susan Festa RobertsRaymond James & Associates, Inc.RBC Capital Markets, LLC03-17-2015
Ryan JonesRaymond James & Associates, Inc.Pruco Securities, LLC.08-30-2013
Patrice Marie HenningRaymond James & Associates, Inc.UBS Financial Services Inc.07-03-2012
Steven Mark RingquistRaymond James & Associates, Inc.Morgan Stanley04-13-2012
Bradley Wilson TrujilloRaymond James & Associates, Inc.Morgan Stanley04-13-2012
Brent Steven BurrowsRaymond James & Associates, Inc.Morgan Stanley04-21-2011
Gregory Lambert ThatcherRaymond James & Associates, Inc.Huntley Thatcher Ellsworth, Ltd.04-01-2011
Heather Marie ChurchRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-01-2010
Eric Charles HollowayRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-21-2009
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Showing 1 to 25 of 54 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.