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
Gregory Paul PhillipsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-13-2019
Maurice Jean Stouse IIIRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-11-2018
Peter William PastmanRaymond James Financial Services, Inc.Raymond James & Associates, Inc.04-19-2018
John P. ReedRaymond James Financial Services, Inc.Raymond James & Associates, Inc.11-01-2017
Walter John Chesney Jr.Raymond James Financial Services, Inc.Raymond James & Associates, Inc.09-22-2017
Katherine Margaret HaganRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-09-2017
Steven Craig NewcombRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-13-2017
Keith Thomas EmbreeRaymond James Financial Services, Inc.Raymond James & Associates, Inc.03-20-2017
Thomas L. LamacchioRaymond James Financial Services, Inc.Raymond James & Associates, Inc.10-03-2016
Nadia Kathleen KericRaymond James Financial Services, Inc.Raymond James & Associates, Inc.10-03-2016
Amanda Sue WheelerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-22-2016
Timothy Robert KillgoarRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-22-2016
Joena Nicole Bartolini MitchellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.03-06-2015
Cary Robert KleinfieldRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-13-2015
Mercedes McDowellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-13-2014
Angela Lee BurnsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-31-2014
Susan Lynn HartmanRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-05-2013
Bruce Stuart WeisbardRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-22-2013
Hossam Mohamad NasserRaymond James Financial Services, Inc.Raymond James & Associates, Inc.06-01-2012
Richard D. SmithRaymond James Financial Services, Inc.Raymond James & Associates, Inc.12-12-2011
Karl John SevierRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Christopher Steven LangeRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Nathan Allen EllerbeeRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Jodi Jude JohnstonRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1005-18-2018
Brian Scott CraneRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$2512-13-2017
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Showing 1 to 25 of 43 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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