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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary Patrick HummelRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1,50008-04-2017
Joan M. AguilarRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$1,00007-10-2018
Joy MeadRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$20007-12-2013
Dennis James Casey Jr.Raymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$15008-23-2019
Evan Jeremy MayerRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$15008-09-2019
Lindsey Revere Hansen IIRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15005-10-2019
Shannon Cree SappRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15007-10-2018
Scott William PowersRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15006-02-2017
Michael Louis CardwellRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15001-14-2015
Jason R. MamalisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15005-16-2014
Michael James HlavekRaymond James Financial Services, Inc.Morgan Stanley$15011-15-2013
Sean Patrick HoolihanRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.$15010-11-2011
Sean Michael MullervyRaymond James Financial Services, Inc.Strategic Advisers LLC$15007-01-2011
John Henry JetmundsenRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$15001-15-2010
Kerry Mayo HorneRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15008-06-2009
Frank Van Schaack Hibbard IIIRaymond James Financial Services, Inc.Morgan Stanley$11901-26-2017
Daniel Patrick MaroneyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10011-01-2019
James Edward ChaffinRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$10010-11-2019
Christopher Lee ChaffinRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$10010-11-2019
Alex Robert BeguiristainRaymond James Financial Services, Inc.BCI Securities, Inc.$10003-14-2019
Bonnie Langson DodsonRaymond James Financial Services, Inc.UBS Financial Services Inc.$10002-22-2019
Richard Anthony AlbertRaymond James Financial Services, Inc.UBS Financial Services Inc.$10002-22-2019
Ronald William SnyderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-31-2018
Richard Allen MartinsonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10007-27-2018
Todd Joseph SteimanRaymond James Financial Services, Inc.Morgan Stanley$10005-18-2018
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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.