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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Edward ScribnerInvestacorp, Inc.Raymond James Financial Services, Inc.$15004-01-2020
Patrick Reid BuchananAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$15002-19-2020
Adam Matthew GoldsteinAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$10002-19-2020
Lauren Marie WrightAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.02-19-2020
German Antonio OrnesBCI Securities, Inc.Raymond James Financial Services, Inc.02-03-2020
Shawn Mark HokeCiti Private Advisory, LLCRaymond James Financial Services, Inc.01-22-2020
Ziad Juma Hassan-MohammedCapFinancial Securities, LLC.Raymond James Financial Services, Inc.01-10-2020
Robert Anthony BeargieAlphaStar Capital Management, LLCRaymond James Financial Services, Inc.01-08-2020
Hossam Mohamad NasserAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.01-06-2020
Heather Harlow JonesInfinex Investments, Inc.Raymond James Financial Services, Inc.12-05-2019
Scott Reynolds NickersonLPL Financial LLCRaymond James Financial Services, Inc.$1,00011-14-2019
Richard Peter RibekOppenheimer & Co. Inc.Raymond James Financial Services, Inc.11-06-2019
Bruno PerazaCetera Advisor Networks LLCRaymond James Financial Services, Inc.$2510-29-2019
Molly Ryan CroylePruco Securities, LLC.Raymond James Financial Services, Inc.$15010-22-2019
Mary Margaret DoyleE*TRADE Securities LLCRaymond James Financial Services, Inc.08-30-2019
William Alan MertinsWoodbury Financial Services, Inc.Raymond James Financial Services, Inc.$5008-26-2019
Helen Von Dolteren-FournAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.08-23-2019
James Anthony BankesBelleair Wealth Management, LLCRaymond James Financial Services, Inc.07-10-2019
Michele Nicole BrycelandMorgan StanleyRaymond James Financial Services, Inc.04-15-2019
Lisa Marie HuntCiti Private Advisory, LLCRaymond James Financial Services, Inc.04-11-2019
Ramesh MadhusudanRM Private Wealth Management Inc.Raymond James Financial Services, Inc.02-20-2019
Mario Joseph PayneMJP FinancialRaymond James Financial Services, Inc.02-15-2019
Kendal Ashley FordhamMJP FinancialRaymond James Financial Services, Inc.02-14-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Samantha Leigh SomersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.01-07-2019
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Showing 1 to 25 of 135 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.