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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin T. RangerAmeriprise Financial Services, LLCRaymond James & Associates, Inc.01-31-2020
Jeffrey Anthony Roy Sr.Hancock Whitney Investment Services Inc.Raymond James & Associates, Inc.08-05-2019
William StreetAmeriprise Financial Services, LLCRaymond James & Associates, Inc.08-09-2017
Howard Leon Rodgers IVLPL Financial LLCRaymond James & Associates, Inc.06-22-2017
Anne Hodge SmithLPL Financial LLCRaymond James & Associates, Inc.06-15-2016
James Henry SmithLPL Financial LLCRaymond James & Associates, Inc.06-15-2016
Elizabeth Hatten HintonLPL Financial LLCRaymond James & Associates, Inc.06-15-2016
Mark S. McNeelyLPL Financial LLCRaymond James & Associates, Inc.06-15-2016
William Solomon KassStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.09-19-2014
Steven Jay JacobsonAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-05-2014
Jeremy Jefferson JacobsonLPL Financial LLCRaymond James & Associates, Inc.05-22-2013
James Allen Churchill Jr.Pruco Securities, LLC.Raymond James & Associates, Inc.02-01-2013
Mark TauzinLPL Financial LLCRaymond James & Associates, Inc.09-25-2009
Kevin Michael Gayle Jr.B. Riley Wealth ManagementRaymond James & Associates, Inc.$510-03-2014
John Gray MannUBS Financial Services Inc.Raymond James & Associates, Inc.$5010-16-2015
Brandon Avery DuncanRoyal Alliance Associates, Inc.Raymond James & Associates, Inc.$28506-01-2017

Showing 1 to 16 of 16 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.