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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carlos Fernando MenesesRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.03-13-2020
Helen Von Dolteren-FournRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC03-11-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Ashley Frank LudwigRaymond James Financial Services, Inc.Pruco Securities, LLC.01-27-2020
Kim S. SeymourRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.01-24-2020
Linda M. ChristinaRaymond James Financial Services, Inc.IFP Securities, LLC01-08-2020
Jillian Drew KennedyRaymond James Financial Services, Inc.Thrivent Investment Management Inc.01-08-2020
Tressa Lynn SanchezRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
William Alexander LongestRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
Kevin Blaise LiederbachRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.12-12-2019
Eugene Scott KellerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-06-2019
Ryan Joseph SeidlRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-25-2019
Kelly Marie McCloyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC11-01-2019
Rachel Elizabeth RathRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.10-28-2019
Christine Ellen WiederholdRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC10-22-2019
Eric Brennen DixsonRaymond James Financial Services, Inc.Citizens Securities, Inc.10-08-2019
John Martin JenningsRaymond James Financial Services, Inc.Morgan Stanley10-04-2019
Brian Christopher GenningerRaymond James Financial Services, Inc.USAA Investment Management Company09-19-2019
Jeremy Wayne ThomasRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-18-2019
Kirsten Luise SeymourRaymond James Financial Services, Inc.RBC Capital Markets, LLC08-26-2019
Rico Denzel WilliamsRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.08-13-2019
Victoria Lynn LeblancRaymond James Financial Services, Inc.APW Capital, Inc.07-29-2019
Emily Jean SmithRaymond James Financial Services, Inc.Morgan Stanley07-15-2019
Melissa Renee CunninghamRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-08-2019
Janelle Marie LewisRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-03-2019
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Showing 1 to 25 of 348 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.