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
Tracy Baird ThackerRaymond James Financial Services, Inc.Edward Jones$15008-27-2020
Micah Christopher KinnettRaymond James Financial Services, Inc.UBS Financial Services Inc.05-29-2020
Bradley R BoroughRaymond James Financial Services, Inc.UBS Financial Services Inc.$2505-29-2020
Linda Sue MattinglyRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.02-21-2020
Daniel Alan OwensRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2019
Jimmy JR Blackburn Reed Potter JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$24110-11-2019
Jimmy Ray Blackburn IIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Cheryl Lee RobinetteRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-11-2019
Reed Dennis Potter JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-11-2019
Brianna Lerae BlackburnRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Zachary Lee LukinsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
John L CadwellRaymond James Financial Services, Inc.BB&T Securities, LLC10-30-2018
John Shannon SaunierRaymond James Financial Services, Inc.Edward Jones10-22-2018
Sherry Denise HolleyRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$15009-25-2018
Ginger Annette FordRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC09-25-2018
Savannah Brooke HolleyRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC09-25-2018
Richard Wayne HendricksonRaymond James Financial Services, Inc.Edward Jones$5006-29-2018
Brad Allen KnightRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC01-20-2017
Denice Joy NelsonRaymond James Financial Services, Inc.Securities Service Network, LLC11-14-2016
Jennifer Lane WilsonRaymond James Financial Services, Inc.Fifth Third Securities, Inc.01-26-2016
Vickie J Drury-BauerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC09-30-2015
John Wyatt ParkerRaymond James Financial Services, Inc.Investment Professionals, Inc.$9408-18-2015
Matthew Willis TylerRaymond James Financial Services, Inc.Fifth Third Securities, Inc.$5006-11-2014
William Douglas ColburnRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC08-09-2013
David Joel CoppageRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10012-19-2012
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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.