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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dean Douglas DancerRaymond James & Associates, Inc.UBS Financial Services Inc.$10005-04-2018
Joe MalaveRaymond James & Associates, Inc.UBS Financial Services Inc.$10005-04-2018
Steven Lee GrossmanRaymond James & Associates, Inc.UBS Financial Services Inc.$10005-04-2018
Corey Atterbury SteadmanRaymond James & Associates, Inc.UBS Financial Services Inc.$5004-27-2018
Jeffrey Philip ZurekRaymond James & Associates, Inc.UBS Financial Services Inc.$104-27-2018
Allen Newton Jones IVRaymond James & Associates, Inc.UBS Financial Services Inc.$11511-30-2017
Kevin DavidsonRaymond James & Associates, Inc.UBS Financial Services Inc.11-30-2017
Lucius G Milam IVRaymond James & Associates, Inc.UBS Financial Services Inc.11-30-2017
Kim Rachelle JensonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2017
Justin Marc CardonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2016
Jared David BrancazioRaymond James & Associates, Inc.UBS Financial Services Inc.$5005-20-2016
Alexander J KeimRaymond James & Associates, Inc.UBS Financial Services Inc.02-12-2016
Murphy J BradshawRaymond James & Associates, Inc.UBS Financial Services Inc.$104-06-2015
Robert Kennedy TorringtonRaymond James & Associates, Inc.UBS Financial Services Inc.$112-12-2014
Gary George VescioRaymond James & Associates, Inc.UBS Financial Services Inc.$5007-02-2014
Kosta George BourisRaymond James & Associates, Inc.UBS Financial Services Inc.09-23-2013
Matthew Jackson WatsonRaymond James & Associates, Inc.UBS Financial Services Inc.05-24-2013
Michael Andrew BrannamRaymond James & Associates, Inc.UBS Financial Services Inc.$15005-24-2013
Patrick Alexander BrannamRaymond James & Associates, Inc.UBS Financial Services Inc.$5005-24-2013
Pedro Ernesto Harth-SilvaRaymond James & Associates, Inc.UBS Financial Services Inc.12-16-2011
John Francis Kennedy Jr.Raymond James & Associates, Inc.UBS Financial Services Inc.04-19-2011
John Robert KaddisRaymond James & Associates, Inc.UBS Financial Services Inc.$10004-19-2011
Thomas R Burdette IVRaymond James & Associates, Inc.UBS Financial Services Inc.$104-30-2010
Dennis James Casey Jr.Raymond James & Associates, Inc.UBS Financial Services Inc.03-30-2010
Peter William MuehleckRaymond James & Associates, Inc.UBS Financial Services Inc.02-12-2010
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.