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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abel CorcesJ.P. Turner & Company, L.L.C.Newbridge Securities Corporation10-06-2009
Alvin Kenneth Smith IIJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$25003-26-2010
Barbara Jean BorowskyJ.P. Turner & Company, L.L.C.SunTrust Investment Services, Inc.05-25-2009
Chris M SullivanJ.P. Turner & Company, L.L.C.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2011
Cindy Lucille Porto ChielliniJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$25003-26-2010
Claire J RaiaJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc12-18-2009
Daniel Philip RauppJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$10003-04-2010
David Gregory MeachamJ.P. Turner & Company, L.L.C.Workman Securities Corporation03-01-2011
David Lovette JonesJ.P. Turner & Company, L.L.C.JHS Capital Advisors, LLC$10009-03-2010
Derek Nathan EichenwaldJ.P. Turner & Company, L.L.C.Raymond James Financial Services Advisors, Inc07-20-2009
Eric Richard KnabJ.P. Turner & Company, L.L.C.MML Investors Services, LLC09-01-2011
Gary Lynn AckermanJ.P. Turner & Company, L.L.C.Centaurus Financial, Inc.$10006-25-2013
Gregory Neal LongJ.P. Turner & Company, L.L.C.J.P. Turner & Company, L.L.C.$15003-23-2010
Homer Lowry Vining IVJ.P. Turner & Company, L.L.C.Ameriprise Advisor Services, Inc.$25008-14-2009
James Branch LaneaveJ.P. Turner & Company, L.L.C.Synergy Investment Group, LLC$10004-22-2009
James Joseph Mccarron IIIJ.P. Turner & Company, L.L.C.QA3 Financial Corp.02-24-2011
James Terry MabbottJ.P. Turner & Company, L.L.C.QA3 Financial Corp.$50003-03-2011
Jeffrey Joseph ScrimentiJ.P. Turner & Company, L.L.C.Newbridge Securities Corporation06-01-2010
Jennifer Lynn SteeleJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc12-15-2009
Joel Davis KamphuisJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$25002-09-2010
John L ShockeyJ.P. Turner & Company, L.L.C.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25003-12-2014
John Leonard MartinJ.P. Turner & Company, L.L.C.Money Concepts Capital Corp$10012-03-2010
Jon Paul CirelliJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$15003-04-2010
Kenneth Peter DonlavageJ.P. Turner & Company, L.L.C.L.M. Kohn & Company01-08-2014
Kurt E ChaseJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc$50003-01-2010
Next Page »

Showing 1 to 25 of 48 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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.