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
Michael Vincent PriviteraRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.10-01-2009
Steven Frederick MooreAllstate Financial Services, LLCRaymond James Financial Services, Inc.11-01-2010
Grant Alexander PalmerWaypoint Wealth ManagementRaymond James Financial Services, Inc.$10001-20-2011
Steven Russell WhittakerRBC Capital Markets, LLCRaymond James Financial Services, Inc.09-26-2012
Stanley Andrew WladkowskiM&T Securities, Inc.Raymond James Financial Services, Inc.07-26-2013
Frederick John BohlanderWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5012-11-2013
Bryan Christopher BeamerKestra Investment Services, LLCRaymond James Financial Services, Inc.$10001-28-2014
Walter Beres StundickEdward JonesRaymond James Financial Services, Inc.07-18-2014
Jennifer Elizabeth Harmon-Von BredowACI GroupRaymond James Financial Services, Inc.04-28-2015
Brennan Ambrose GmeinerCambridge Investment Research, Inc.Raymond James Financial Services, Inc.08-17-2015
Zaina S BankwallaMML Investors Services, LLCRaymond James Financial Services, Inc.01-21-2016
Steven Farnham CollinsWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$2501-22-2016
Sarah Van Fossen SchutCetera Financial Specialists LLCRaymond James Financial Services, Inc.01-29-2016
Laura Almalel StrosniderMorgan StanleyRaymond James Financial Services, Inc.$5007-06-2016
Westley E. TibbsFounders Financial Securities LLCRaymond James Financial Services, Inc.01-08-2018
Byron C HildebrandCentaurus Financial, Inc.Raymond James Financial Services, Inc.02-06-2018
Allie Lynnette Gamble-TaylorJanney Montgomery Scott LLCRaymond James Financial Services, Inc.11-11-2019
Alan Charles RayAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$12903-20-2020
Aaron Tsukasa TroupAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.05-01-2020

Showing 1 to 19 of 19 entries

Page 1

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.