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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nanette Soileau HeggieRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-27-2009
Charles Joseph Soprano Jr.Raymond James Financial Services, Inc.Citigroup Global Markets Inc.$5003-03-2009
Rhonda Faye BordelonRaymond James Financial Services, Inc.Citigroup Global Markets Inc.03-03-2009
Corey P. LuckettRaymond James Financial Services, Inc.LPL Financial LLC02-10-2010
Darren Michael OlivioRaymond James Financial Services, Inc.Chase Investment Services Corp.09-07-2010
Matthew Michael KeatorRaymond James Financial Services, Inc.Chase Investment Services Corp.04-11-2011
Cynthia S. ThompsonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1003-30-2012
Guy Rainer Broussard IIIRaymond James Financial Services, Inc.MetLife Securities Inc.$2505-18-2012
Richard D. Clements Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-07-2012
Timothy Carl AndreasRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-06-2013
Bernard Hawkins Robertson IIIRaymond James Financial Services, Inc.FFC Capital Advisors, LLC12-09-2013
Ricky Allan AndreasRaymond James Financial Services, Inc.UBS Financial Services Inc.12-13-2013
Toni Celeste BoudreauxRaymond James Financial Services, Inc.UBS Financial Services Inc.12-20-2013
Trenton Fleming CrawfordRaymond James Financial Services, Inc.Edward Jones$10001-12-2015
Gary L. BoothRaymond James Financial Services, Inc.LPL Financial LLC02-20-2015
Jonathan Lyn BoothRaymond James Financial Services, Inc.State Farm VP Management Corp.07-14-2015
Jeffrey Louis BreauxRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1010-01-2015
Amy Elizabeth HayesRaymond James Financial Services, Inc.Morgan Stanley$5005-10-2016
Desiree Rome KelleyRaymond James Financial Services, Inc.Capital Analysts$1001-26-2017
Bailey Nichole McnamaraRaymond James Financial Services, Inc.Raymond James Financial Services Advisors, Inc10-30-2017
Joshua B PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
Jeremy Alan ParkerRaymond James Financial Services, Inc.Infinex Investments, Inc.$15001-22-2018
Jonathan Alexander MurdockRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones02-11-2019
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones05-02-2019
Next Page »

Showing 1 to 25 of 29 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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