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
Kimberly Sharkey EvansRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15008-07-2020
Matthew Robert CardellaRaymond James Financial Services, Inc.Edward Jones06-12-2020
Charles Joseph Costa IIIRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Andrew Ross RamseyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$5006-03-2020
Charles Wesley Davidson JrRaymond James Financial Services, Inc.Goldman Sachs Personal Financial Management06-03-2020
Ralph Corley Watson IIIRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Wesley Blake TurnerRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Kelly Christine ManningRaymond James Financial Services, Inc.Cetera Advisor Networks LLC06-03-2020
Jeffrey Allen CoxRaymond James Financial Services, Inc.Synovus Securities, Inc.05-29-2020
James Christopher SimsRaymond James Financial Services, Inc.Pruco Securities, LLC.$5001-10-2020
Thomas D Ryan JrRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$10009-20-2019
Christopher Michael RayRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
Robin Janet TomsRaymond James Financial Services, Inc.Cantella & Co., Inc.$2505-20-2019
Brent Dean CopelandRaymond James Financial Services, Inc.American Global Wealth Management, Inc.04-24-2019
Joshua J BrockRaymond James Financial Services, Inc.Park Avenue Securities LLC02-15-2019
Tiara Deshae KincaidRaymond James Financial Services, Inc.E*TRADE Securities LLC01-04-2019
Richard Lee Toelle JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5011-01-2018
Rebecca Thornton CatesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00010-05-2018
Judy Thompson RossRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15007-30-2018
Patricia Ann HaytonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1,00007-30-2018
Ronald Walter BurdekinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-23-2018
Louis Anthony PernoRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15007-05-2018
Michael Lyle BurnsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15007-05-2018
Erin Jernigan KruegerRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.04-27-2018
John Andrews FlippenRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$5004-27-2018
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Showing 1 to 25 of 83 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.