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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Matthew GoldsteinAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$10002-19-2020
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.03-08-2017
Allison Kendall LuttermoserFirestone Capital Management IncRaymond James Financial Services, Inc.11-16-2018
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Anthony Francisco PetiscoWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.10-17-2018
Bruno PerazaCetera Advisor Networks LLCRaymond James Financial Services, Inc.$2510-29-2019
Chad J MillerLPL Financial LLCRaymond James Financial Services, Inc.10-14-2014
Charles James ThompsonLPL Financial LLCRaymond James Financial Services, Inc.08-27-2014
Christopher Shannon HudgensLPL Financial LLCRaymond James Financial Services, Inc.08-20-2010
Daniel Anthony IosueLincoln InvestmentRaymond James Financial Services, Inc.09-19-2016
Daniel Clifford KingCUNA Brokerage Services, Inc.Raymond James Financial Services, Inc.05-24-2018
Daniel OrtizCiti Private Advisory, LLCRaymond James Financial Services, Inc.09-24-2018
David FontaineSagePoint Financial, Inc.Raymond James Financial Services, Inc.$2510-19-2015
David George GlazerSunTrust Investment Services, Inc.Raymond James Financial Services, Inc.$2504-14-2017
Edward Aloysius McDonoughTriad Advisors LLCRaymond James Financial Services, Inc.$15011-02-2011
Galin Wynn CristAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.09-22-2017
Gary Alan EnglundMorgan StanleyRaymond James Financial Services, Inc.$10009-12-2013
Gary E CalderaroVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.07-29-2011
George Andrew CurrenceE*TRADE Securities LLCRaymond James Financial Services, Inc.01-30-2017
German Antonio OrnesBCI Securities, Inc.Raymond James Financial Services, Inc.02-03-2020
Gregg Stephen DucatteNovak & Powell Financial Services, Inc.Raymond James Financial Services, Inc.05-13-2020
Gregory Keith BellMorgan StanleyRaymond James Financial Services, Inc.$15011-19-2010
Harry Karl FooteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.$2501-02-2009
Heather Harlow JonesInfinex Investments, Inc.Raymond James Financial Services, Inc.12-05-2019
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.