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
Andrea Corella Saint-PereRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2018
Anthony M. CadieuxRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2018
Austin T. FountainRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2016
Brian Scott CraneRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25003-06-2009
Charles Preston SaylorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2016
Christian Ernst LangensteinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50003-04-2016
Christopher Michael BozasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2018
Christopher Stephen BrownRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10007-18-2014
Daniel SprusanskyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2015
David LumRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-24-2017
Debra Rae LambertRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50005-16-2014
Edvards Andris RepinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Eugenio Miguel ArangoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50001-19-2016
Filipe Augusto De Barros GusmaoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2019
Fredrick Grantham TribbleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-28-2014
Gary A. RigbyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25002-28-2014
Giancarlo Noel LovoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-13-2016
Gregory H. IsaacsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-27-2018
James Gavin HawkinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
James GouletRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-10-2014
James Jason HeatonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-04-2016
James Michael Watts Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2015
Jami Lee MccreeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-08-2014
Jeffery Eugene TomaszewskiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50002-28-2014
Jonathan D GreeneRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2015
Next Page »

Showing 1 to 25 of 46 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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