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
William John HahnCambridge Investment Research, Inc.Raymond James Financial Services, Inc.02-13-2009
Vivian Elizabeth BrooksMoney Concepts Capital CorpRaymond James Financial Services, Inc.03-02-2009
Rita Eileen StikeletherPurshe Kaplan Sterling InvestmentsRaymond James Financial Services, Inc.03-12-2009
Graham William Stikelether IIIPurshe Kaplan Sterling InvestmentsRaymond James Financial Services, Inc.03-13-2009
Andrea Christina BishopSunTrust Investment Services, Inc.Raymond James Financial Services, Inc.04-02-2009
Aaron Samuel HermanCapital Guardian, LLCRaymond James Financial Services, Inc.$2505-04-2009
Stephen R FacellaCapital Guardian, LLCRaymond James Financial Services, Inc.$10005-11-2009
Steven Paul ColacurcioDawson James Securities, Inc.Raymond James Financial Services, Inc.06-10-2009
Eugene Edward OreillySummit Brokerage Services, Inc.Raymond James Financial Services, Inc.08-25-2009
Mary Ann Maleski-RogersUvest Financial Services Group, Inc.Raymond James Financial Services, Inc.09-15-2009
James Brent PowersBarrow & Powers Financial Services, Inc.Raymond James Financial Services, Inc.01-04-2010
Joel Earl ArcherSummit Brokerage Services, Inc.Raymond James Financial Services, Inc.$5002-25-2010
John Reeves PopeINVEST Financial CorporationRaymond James Financial Services, Inc.$1006-22-2010
Robert Raley KirbyAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$5007-06-2010
Christopher Shannon HudgensLPL Financial LLCRaymond James Financial Services, Inc.$2508-20-2010
Gregory Keith BellMorgan StanleyRaymond James Financial Services, Inc.11-19-2010
Margaret Glocker HorneMorgan StanleyRaymond James Financial Services, Inc.$2511-19-2010
Jerry Lawrence Furlong Jr.Kovack Securities Inc.Raymond James Financial Services, Inc.$1002-04-2011
Stephanie Kelley MartinRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.02-07-2011
Matthew Thomas KlockeKlocke Capital Group, LLCRaymond James Financial Services, Inc.02-07-2011
Keith Allan Svendby Jr.LPL Financial LLCRaymond James Financial Services, Inc.$5003-23-2011
Nicole Rachelle MosleyAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.05-31-2011
Brett Scott MurphyOppenheimer & Co. Inc.Raymond James Financial Services, Inc.$5007-08-2011
Marc Zola KleimanVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$1007-14-2011
Gary E. CalderaroVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$2507-29-2011
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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.