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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Paul SchlegerCadaret, Grant & Co., Inc.Raymond James Financial Services, Inc.$5005-20-2020
Joseph Dwayne OlheiserIfs SecuritiesRaymond James Financial Services, Inc.06-28-2019
John Vincent ScambrayIfs SecuritiesRaymond James Financial Services, Inc.06-18-2019
Keith Aaron WoodSynovus Securities, Inc.Raymond James Financial Services, Inc.$13504-01-2019
Torben Jensen Seear IIILPL Financial LLCRaymond James Financial Services, Inc.11-29-2018
Roger Mccartney BuddRoger Budd Investment Management, LLCRaymond James Financial Services, Inc.10-09-2018
Craig Anthony RosenbergIfs SecuritiesRaymond James Financial Services, Inc.$2502-20-2018
Eric Samuel WilsonAdvisory Services NetworkRaymond James Financial Services, Inc.09-15-2017
Daniel Aaron MercerWoodstock Financial Group, Inc.Raymond James Financial Services, Inc.06-20-2017
Bradwell Parker SkinnerVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.11-29-2016
Fredrick William ZehSynovus Securities, Inc.Raymond James Financial Services, Inc.$5010-12-2016
Daniel John BiseseFSC Securities CorporationRaymond James Financial Services, Inc.$5007-15-2016
Tyler Dean DelahuntPFS Investments Inc.Raymond James Financial Services, Inc.$5004-27-2016
Don Berry AkridgeCambridge Investment Research Advisors, Inc.Raymond James Financial Services, Inc.03-15-2016
Rodger Earl Fagerburg Jr.Cambridge Investment Research, Inc.Raymond James Financial Services, Inc.02-29-2016
Scott Kevin EricksonCantella & Co., Inc.Raymond James Financial Services, Inc.$5009-17-2015
Martha Marie SpenceMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.08-26-2015
Stephanie Ann DelahuntRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.05-01-2015
Hao My NgoCapital Benchmark Partners, LLCRaymond James Financial Services, Inc.04-07-2015
Larry Gregg AdamsLPL Financial LLCRaymond James Financial Services, Inc.$5008-15-2014
Robert Wayne MartinSunTrust Investment Services, Inc.Raymond James Financial Services, Inc.$2503-31-2014
Kenneth Shawn HyattIfs SecuritiesRaymond James Financial Services, Inc.03-31-2014
Steven Paul BoatnerINVEST Financial CorporationRaymond James Financial Services, Inc.09-13-2012
Douglas Newel BurnettVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$2509-04-2012
Willard A. Phillips Jr.Wells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.08-31-2012
Next Page »

Showing 1 to 25 of 33 entries

Page 1 | 2

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.