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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Richard Wayne HendricksonRaymond James Financial Services, Inc.Edward Jones$5006-29-2018
Brandon Alan NealRaymond James Financial Services, Inc.Investment Professionals, Inc.05-02-2017
Shawn Robert KostRaymond James Financial Services, Inc.Edward Jones$1004-03-2017
Brad Allen KnightRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$2501-20-2017
Seth Cullin BrooksRaymond James Financial Services, Inc.Raymond James & Associates, Inc.06-20-2016
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.$5008-18-2015
Pamela Rae GreenwellRaymond James Financial Services, Inc.J.P. Morgan Securities LLC03-03-2015
Michael Ray EastridgeRaymond James Financial Services, Inc.Woodmen Financial Services, Inc.02-12-2015
David Joel CoppageRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2012
Barry S. SteeleRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$2507-06-2012
Anthony George BrownRaymond James Financial Services, Inc.Fifth Third Securities, Inc.$5006-07-2012
Jason Todd McGrewRaymond James Financial Services, Inc.Aquila Distributors LLC06-06-2012
Daniel Robert MacleanRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC05-19-2011
David Edwin Trendler Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.$5010-15-2010
Edwin Reed FoxRaymond James Financial Services, Inc.Summit Brokerage Services, Inc.03-09-2010

Showing 1 to 20 of 20 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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