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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Martin JenningsRaymond James Financial Services, Inc.Morgan Stanley10-04-2019
Emily Jean SmithRaymond James Financial Services, Inc.Morgan Stanley07-15-2019
Michael Richard KannerRaymond James Financial Services, Inc.Morgan Stanley$5007-11-2019
Travis Garrett WichmanRaymond James Financial Services, Inc.Morgan Stanley$5004-17-2019
Nicholas Anthony GiambriRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
Frankie GonzalezRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
Robert Mark WeissRaymond James Financial Services, Inc.Morgan Stanley$7010-19-2018
Todd Joseph SteimanRaymond James Financial Services, Inc.Morgan Stanley$10005-18-2018
Lindsay O. CorneilleRaymond James Financial Services, Inc.Morgan Stanley02-16-2018
Samantha Leigh SomersRaymond James Financial Services, Inc.Morgan Stanley07-11-2017
Angela Lynn Helmus-O'BrienRaymond James Financial Services, Inc.Morgan Stanley02-16-2017
Travis Aaron HadwinRaymond James Financial Services, Inc.Morgan Stanley$5002-16-2017
Todd Michael HoffmanRaymond James Financial Services, Inc.Morgan Stanley$10002-16-2017
Todd Michael SeymourRaymond James Financial Services, Inc.Morgan Stanley02-16-2017
Amy Lynn ReitmeyerRaymond James Financial Services, Inc.Morgan Stanley02-16-2017
Jennifer Kathryn MakrasRaymond James Financial Services, Inc.Morgan Stanley$5002-16-2017
Ashley Ann BanksRaymond James Financial Services, Inc.Morgan Stanley$8802-03-2017
Donna Marie CarrollRaymond James Financial Services, Inc.Morgan Stanley$10002-03-2017
Frank Van Schaack Hibbard IIIRaymond James Financial Services, Inc.Morgan Stanley$11901-26-2017
Amy Prososki RosaRaymond James Financial Services, Inc.Morgan Stanley01-26-2017
Steven David ArtziRaymond James Financial Services, Inc.Morgan Stanley01-20-2017
John Peter LipariRaymond James Financial Services, Inc.Morgan Stanley$5002-13-2015
Richard Peter RibekRaymond James Financial Services, Inc.Morgan Stanley02-13-2015
Matthew Wayne SchmidtRaymond James Financial Services, Inc.Morgan Stanley$5010-31-2014
George TangemanRaymond James Financial Services, Inc.Morgan Stanley03-17-2014
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Showing 1 to 25 of 36 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.