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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Patrick GallucciRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$10008-03-2018
Christopher James PeszekRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5008-03-2018
Daniel Lee ReeceRaymond James & Associates, Inc.BMO Harris Financial Advisors, Inc.$1007-18-2019
Chad Jeremy DanforthRaymond James & Associates, Inc.Citigroup Global Markets Inc.05-07-2018
Mark Ernest ThompsonRaymond James & Associates, Inc.David A. Noyes & Company$5004-07-2014
Victoria Susan HannonRaymond James & Associates, Inc.Edward Jones05-02-2017
Robert Mark HenryRaymond James & Associates, Inc.Edward Jones$5008-31-2010
Brian Nicholas DegradoRaymond James & Associates, Inc.J.P. Morgan Securities LLC11-08-2019
John Joseph Postel IIIRaymond James & Associates, Inc.J.P. Morgan Securities LLC04-16-2018
Jack T. BayerRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-31-2017
Thomas James CareyRaymond James & Associates, Inc.J.P. Morgan Securities LLC05-23-2017
Marsha Lee WernerRaymond James & Associates, Inc.J.P. Morgan Securities LLC$5010-09-2014
Michael CohenRaymond James & Associates, Inc.J.P. Morgan Securities LLC$10002-28-2014
Benjamin CohenRaymond James & Associates, Inc.J.P. Morgan Securities LLC$10002-28-2014
Gregory Joseph KylesRaymond James & Associates, Inc.John Hancock Distributors LLC05-29-2012
Ilya Igorevich YeverovichRaymond James & Associates, Inc.Leumi Investment Services Inc.07-31-2018
Adriana Jeanine FrazierRaymond James & Associates, Inc.M. R. Beal & Company11-11-2013
Patrick Joseph ScanlanRaymond James & Associates, Inc.Macquarie Capital (USA) Inc.07-10-2018
Sean Walker ConnellyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
Richard A BensonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2509-24-2012
Daniel Arthur NickowRaymond James & Associates, Inc.Mesirow Financial, Inc.$15005-29-2019
Jennifer Ann LothianRaymond James & Associates, Inc.Mesirow Financial, Inc.05-29-2019
Brett H. SalzerRaymond James & Associates, Inc.Mesirow Financial, Inc.$15005-29-2019
Mark Allen ByarsRaymond James & Associates, Inc.MetLife Securities Inc.10-03-2011
Margaret Leigh PretoriusRaymond James & Associates, Inc.Morgan Stanley01-15-2019
Next Page »

Showing 1 to 25 of 78 entries

Page 1 | 2 | 3 | 4

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.