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
Lara Berner YatesRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Patrick Lawrence MauneyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Barry Theron NelsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joni Kay PursellRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Cheryl Anne GiustinianoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alfonso ValenteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William James DishmanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Walter Keith IVRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Christopher ClossonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Daniel Raymond WilsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Stuart Clark GoldsberryRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John Aloysius NelkeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jason Brian BaverRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Dean Arthur RomoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Joseph FittRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Patrick Barry MoodyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Richard Eason HerodRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas William DuffRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Steven Ray WilliamsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William R. Peeler Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jason Marshall TaylorRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Glen Winston RobertsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Christopher Lee GriffinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Timothy Scott MohnsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Mary Kay HaleRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 301 to 325 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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