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
Andrew Robert CoveCetera Investment Services LLCRaymond James Financial Services, Inc.$5010-05-2010
Ashlee Isola De SteigerGunder Wealth Management, LLCRaymond James Financial Services, Inc.04-22-2019
Bret T. CookEdward JonesRaymond James Financial Services, Inc.$5008-23-2019
Brian Richard BranchCapital Asset Advisory Services, LLCRaymond James Financial Services, Inc.$2503-16-2016
Chad Alan KeimSummit Brokerage Services, Inc.Raymond James Financial Services, Inc.03-15-2018
Craig Alan FelhandlerLPL Financial LLCRaymond James Financial Services, Inc.11-24-2010
Dale Lavern YoderFSC Securities CorporationRaymond James Financial Services, Inc.01-05-2010
David Mark DellerDeller Wealth Management LLCRaymond James Financial Services, Inc.07-12-2018
David Mark DellerRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.05-31-2018
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
Dianna Marie HammanWedbush Securities Inc.Raymond James Financial Services, Inc.02-27-2017
Dominic Edward BenettiCommonwealth Financial NetworkRaymond James Financial Services, Inc.$2502-22-2019
Elodie Veronique DelpLPL Financial LLCRaymond James Financial Services, Inc.02-06-2017
Gabriel Stephen BesharaGregory J. Schwartz & Co., Inc.Raymond James Financial Services, Inc.10-10-2016
Gabriel Stephen BesharaRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.07-19-2012
Gary Russell Brown Jr.J.P. Morgan Securities LLCRaymond James Financial Services, Inc.12-16-2015
Gregory Paul ZepedaL.M. Kohn & CompanyRaymond James Financial Services, Inc.$3612-06-2017
Jack Dyarl Mole Jr.Sigma Financial CorporationRaymond James Financial Services, Inc.$5003-24-2011
Jason Michael KooistraLPL Financial LLCRaymond James Financial Services, Inc.02-23-2009
Jeffrey Dean OlssonWedbush Securities Inc.Raymond James Financial Services, Inc.12-27-2016
Jeffrey Francis BraytonLakeshore Financial Planning Inc.Raymond James Financial Services, Inc.$5011-19-2018
Jeffrey Scott BoehmCetera Investment Services LLCRaymond James Financial Services, Inc.10-12-2012
Joseph Matthew TucciniSagePoint Financial, Inc.Raymond James Financial Services, Inc.05-10-2012
Joshua James DawsonTIAA-CREF Individual & Institutional Services, LLCRaymond James Financial Services, Inc.12-10-2012
Juan Leon MunozCapital Asset Advisory Services, LLCRaymond James Financial Services, Inc.06-14-2019
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Showing 1 to 25 of 51 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.