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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Theodore Ronald MeihoferRaymond James & Associates, Inc.UBS Financial Services Inc.$1011-30-2018
John Andrews VRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2018
Perry Martin HolcombeRaymond James & Associates, Inc.UBS Financial Services Inc.09-14-2018
Timothy Martin HolcombeRaymond James & Associates, Inc.UBS Financial Services Inc.$10009-14-2018
Geoffrey Scott DerberRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
Amy Marie MonsenRaymond James & Associates, Inc.John Hancock Distributors LLC07-06-2018
Brandon T HattonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Teresa Newton CombsRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00004-20-2018
Matthew Ryan StuckeRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15001-25-2018
David P DillonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-19-2018
Sheri Hall HaugabookRaymond James & Associates, Inc.Morgan Stanley$9708-04-2017
Phillip Ryan EmoryRaymond James & Associates, Inc.Morgan Stanley$2505-08-2017
Michael John SkryneckiRaymond James & Associates, Inc.Morgan Stanley$5001-13-2017
Warren Lovett EdgeRaymond James & Associates, Inc.Morgan Stanley$111-28-2016
David Thomas ShawRaymond James & Associates, Inc.Wallachbeth Capital LLC$111-17-2016
Lindsey Michelle Cook DossRaymond James & Associates, Inc.LPL Financial LLC10-12-2016
Anson M. KanoyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-09-2016
Benjamin Edmund PriceRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-09-2016
William Cal BatchelorRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$109-09-2016
Christopher Crawford StokesRaymond James & Associates, Inc.Edward Jones$109-02-2016
Christopher Giryes ShoukryRaymond James & Associates, Inc.Goldman Sachs & Co.05-10-2016
Patrick Gerard KeeganRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.05-03-2016
Randall Rogers Bryan Jr.Raymond James & Associates, Inc.J.P. Morgan Securities LLC03-03-2016
Grant Alan JaaxRaymond James & Associates, Inc.Morgan Stanley02-05-2016
Jeffrey Glenn TennysonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-20-2015
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Showing 1 to 25 of 48 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.

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