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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bruce John GarettoSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc04-03-2009
Cheryl Dawn DyerSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc04-03-2009
Diana Jamie JabbourLPL Financial LLCRaymond James Financial Services Advisors, Inc10-01-2009
Brian Keith MusicSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc$2503-08-2010
Jon Stephen AlinSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc$5006-30-2010
David ChinInternational Assets Advisory, LLCRaymond James Financial Services Advisors, Inc07-07-2010
Harry Dejesus ToroJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc$1008-30-2010
Malcolm Scott McKayJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc08-30-2010
Robert Evans JohnsonSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc$2501-03-2011
David Harrison RapportMorgan StanleyRaymond James Financial Services Advisors, Inc$1002-07-2011
Paul Lansing HoltRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc$2502-25-2011
Robert Paul LyublanovitsRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc03-21-2011
Danny Thomas OssiJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc$2504-11-2011
Gail Lyn LeonardJ.W. Cole Financial, Inc.Raymond James Financial Services Advisors, Inc11-15-2011
Ira ReichsteinMorgan StanleyRaymond James Financial Services Advisors, Inc01-13-2012
Kerry L. HoffmanMorgan StanleyRaymond James Financial Services Advisors, Inc$5005-02-2012
Scott Frederick KeiberHarbor Financial Services, LLCRaymond James Financial Services Advisors, Inc$1008-14-2012
Michael E. ColeMoney Concepts Capital CorpRaymond James Financial Services Advisors, Inc10-02-2012
Carolyn Joyce ShottLincoln Financial Securities CorporationRaymond James Financial Services Advisors, Inc04-09-2013
Stephen OvertonMorgan StanleyRaymond James Financial Services Advisors, Inc$5009-12-2013
Terri-Ann Camille LindoSummit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc11-07-2013
Stephen Glen Zahorian Jr.Summit Brokerage Services, Inc.Raymond James Financial Services Advisors, Inc11-08-2013
Eugene Hester Jr.Sigma Financial CorporationRaymond James Financial Services Advisors, Inc12-15-2014
Barry Michael PapaRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc01-04-2016
Erin Wynn MastersAmeriprise Financial Services, Inc.Raymond James Financial Services Advisors, Inc$10009-22-2017
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Showing 1 to 25 of 27 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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