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
Stewart Earl SchraderRaymond James Financial Services, Inc.Fifth Third Securities, Inc.$15010-15-2019
Colleen Mary WalshRaymond James Financial Services, Inc.Edward Jones$3709-13-2019
Daniel Forrest AndersonRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.05-22-2019
Christine A. PavelRaymond James Financial Services, Inc.Alera Investment Advisors, LLC03-18-2019
Justin W. GiffordRaymond James Financial Services, Inc.Edward Jones10-31-2018
Mark Steven LoftusRaymond James Financial Services, Inc.Morgan Stanley10-19-2018
Jeffrey Charles PreusserRaymond James Financial Services, Inc.Morgan Stanley10-19-2018
Cynthia Marie HermosilloRaymond James Financial Services, Inc.Morgan Stanley10-19-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Robert Campbell Olesen Jr.Raymond James Financial Services, Inc.James T. Borello & Co.06-15-2018
Jennifer Marshall SecolaRaymond James Financial Services, Inc.H. Beck, Inc.05-31-2018
Tate Thomas JonesRaymond James Financial Services, Inc.Wintrust Investments LLC$5004-20-2018
Mark Andrew RodgersRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-05-2018
Ben W Wilson BruceRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$5011-20-2017
William Francis HartmannRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-20-2017
Richard Michael TauerRaymond James Financial Services, Inc.Scottrade, Inc.05-30-2017
Mark Stephen HofstetterRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1005-26-2017
Brian Thomas GrayRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-26-2017
William L. ReapRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1205-26-2017
Melissa Sue SchachnerRaymond James Financial Services, Inc.Edward Jones05-05-2017
Matthew John QuallRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-03-2017
Brett Andrew StaalandRaymond James Financial Services, Inc.B. Riley Wealth Management01-30-2017
Eric E. LedermanRaymond James Financial Services, Inc.Wintrust Investments LLC01-24-2017
Kent S. TravisRaymond James Financial Services, Inc.Equity Services, Inc.$10001-23-2017
Chad Christopher AltadonnaRaymond James Financial Services, Inc.Brokers International Financial Services, LLC.01-13-2017
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Showing 1 to 25 of 110 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.