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
George Albert RinderspacherRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC12-11-2015
Travis C. JaggersRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-23-2014
Robert Douglas WalshRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15010-22-2014
Richard Orland Paris IIRaymond James & Associates, Inc.UBS Financial Services Inc.03-11-2016
Patrick Rea YatesRaymond James & Associates, Inc.UBS Financial Services Inc.$10009-18-2014
Russell Hilary CottonRaymond James & Associates, Inc.Sterne, Agee & Leach, Inc.$1002-06-2009
Henry Conlin WallRaymond James & Associates, Inc.Raymond James Financial Services, Inc.10-06-2014
Austin Jordan HillRaymond James & Associates, Inc.Nationwide Investment Services Corporation06-25-2019
Deonna Stargel ColvinRaymond James & Associates, Inc.Morgan Stanley$5012-04-2017
Zachary Clayton KamberRaymond James & Associates, Inc.Morgan Stanley12-10-2015
Robert Solon ElliottRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Robert A A BrewerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Peter James Gaughan IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Richard Michael NoonanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Daniel Robert LeugersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Frederic Lamar Dupree IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Bruce Mckiernan WhiteRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Allen J. CorbinRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
John William DolanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Lonnie Richard MayRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Robert Lee Pollard Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Carroll Prim Wood IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christy Ann ThomasRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Nicole Zielke HarrisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Michael Stephen LaveraRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
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Showing 1 to 25 of 47 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.

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