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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Thomas MeredithMeredith Wealth PlanningRaymond James Financial Services, Inc.03-06-2019
Steven Alan SchertelKestra Investment Services, LLCRaymond James Financial Services, Inc.$111-09-2018
William Dean RussellLPL Financial LLCRaymond James Financial Services, Inc.$10003-14-2018
Brian Godfrey TaylorThe Mather Group, LLCRaymond James Financial Services, Inc.12-04-2017
Matthew Kenneth WilkesUnited Advisors Services, LLCRaymond James Financial Services, Inc.06-20-2017
Frederick William LundinTC Wealth Partners, LLCRaymond James Financial Services, Inc.03-03-2017
Ann Maria MoroccoSecurities America, Inc.Raymond James Financial Services, Inc.$101-13-2017
Nathaniel Howard HenrichsCountry Capital Management CompanyRaymond James Financial Services, Inc.10-07-2016
Stephanie Sue JohnstonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.08-29-2016
David Jerred CohnInfinex Investments, Inc.Raymond James Financial Services, Inc.$15007-13-2016
Scott Andrew PiggushLevel Four Advisory ServicesRaymond James Financial Services, Inc.12-04-2015
Julienne Epplin EverettSmith, Moore & Co.Raymond James Financial Services, Inc.$5005-22-2015
Jennifer Raupp MagnesenMorgan StanleyRaymond James Financial Services, Inc.03-27-2015
Keith Edward MaurerCetera Investment Services LLCRaymond James Financial Services, Inc.$2501-06-2015
Joshua David ZorgerLPL Financial LLCRaymond James Financial Services, Inc.07-31-2014
Denanne Michelle HeilMorgan StanleyRaymond James Financial Services, Inc.$5009-13-2013
Jacquelyn Kelly SchmidtEdward JonesRaymond James Financial Services, Inc.01-22-2013
James Albert Shull Jr.Woodmen Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2013
Michael John CiciuraINVEST Financial CorporationRaymond James Financial Services, Inc.09-24-2012
Deborah Anna StrukoffLincoln InvestmentRaymond James Financial Services, Inc.$5011-01-2011
Joshua Miles KettlesonKettleson Financial Services, LLCRaymond James Financial Services, Inc.10-24-2011
Elissa Ann LovellAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
Jeffrey Michael TonerAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
Michael Ichen WangAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
Michael Robert MerdingerAPW Capital, Inc.Raymond James Financial Services, Inc.10-06-2011
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Showing 1 to 25 of 42 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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