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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Lee RichardsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Michael LoessbergRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jonathan Laird YargerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Gary Dean BriggsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Myra Keith ChristensenRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Natashia Anne MoserRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Rex Clinton WhitesideRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jeffrey Brinton ThomasRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Eric Paul FreyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Courtney Lynn ChatfieldRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Pat PetrilloRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kyongjin LeeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Gregory Leroy CarlstonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Wendy Marie MenardRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronald Wayne WhiteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Stephen Mark WormeliRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kelly Wolf KennedyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Frank John GildnerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jamie Neal RichardsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Christis GeorgiouRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John David MooreRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael James MarbaughRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Elizabeth Marie RidingsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Steven Ernest HeggsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jonathan Earl BestRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 276 to 300 of 8,423 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.

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