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
Kathleen Graham MarteneyRaymond James Financial Services, Inc.ValMark Securities, Inc.01-06-2014
Lawrence Kellogg Marsh IIIRaymond James Financial Services, Inc.Morgan Stanley12-06-2013
Samuel Benjamin WeinerRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Margaret Helen RhodesRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Michael James HlavekRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Jonathan D. KnottRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2013
Ronald Scott MayRaymond James Financial Services, Inc.Harbor Financial Services, LLC09-05-2013
Lisa Antoinette DonelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.09-04-2013
Adam Matthew GoldsteinRaymond James Financial Services, Inc.Private Wealth Management at Heathrow09-03-2013
Lauren Marie WrightRaymond James Financial Services, Inc.Private Wealth Management at Heathrow09-03-2013
Scott Richard MontgomeryRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Todd Anthony MollRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Eric Paul ZeitlinRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Lee Frederick HedigerRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Brendan Thomas HayesRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Megan Ann EdelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Robert Fredrik LegenhausenRaymond James Financial Services, Inc.Signator Investors, Inc.08-27-2013
Colby Thomas MastersonRaymond James Financial Services, Inc.Northern Trust Securities, Inc.08-06-2013
Susan Lynn HartmanRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-05-2013
Franklin Krone Lentz Jr.Raymond James Financial Services, Inc.AXA Advisors, LLC06-27-2013
Bruce Stuart WeisbardRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-22-2013
Cory John DicksonRaymond James Financial Services, Inc.Park Avenue Securities LLC12-06-2012
Todd Martin GartrellRaymond James Financial Services, Inc.Morgan Keegan & Company, Inc.11-05-2012
Jeannie Lynn HollidayRaymond James Financial Services, Inc.Investment Centers of America, Inc.07-18-2012
Tammi Lou ShirarfriskneyRaymond James Financial Services, Inc.Investment Centers of America, Inc.07-18-2012
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Showing 76 to 100 of 221 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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