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
Renee Hof-LaceyRaymond James & Associates, Inc.Morgan Stanley$11508-17-2020
Jon Russell Ryan Winkler Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$21409-06-2019
Renee Johanna Hof-LaceyRaymond James & Associates, Inc.Morgan Stanley$5008-17-2020
Kristie Leah MurrayRaymond James & Associates, Inc.Wells Fargo Advisors Financial Network, LLC08-03-2020
Caterina HoltRaymond James & Associates, Inc.Morgan Stanley$2507-09-2020
Nicholas Henry GrinzingerRaymond James & Associates, Inc.Edward Jones06-12-2020
Kevin David MeyerRaymond James & Associates, Inc.OneAmerica Securities, Inc.04-06-2020
Gregory Hunter SchinkRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-27-2020
Jeanne L CaseRaymond James & Associates, Inc.Edward Jones12-16-2019
Anthony Raymond LottRaymond James & Associates, Inc.UBS Financial Services Inc.$15011-14-2019
Ryan James PaschenRaymond James & Associates, Inc.UBS Financial Services Inc.11-14-2019
Stanley Herman HornRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated$15011-07-2019
Timothy Robert HutsonRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated11-07-2019
Eric Matthew PetersenRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated$10011-07-2019
Nathan D SmithRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated$15011-07-2019
Spencer James KnickerbockerRaymond James & Associates, Inc.Lord Abbett Distributor LLC09-11-2019
Michael Andrew HudzikRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2509-06-2019
Jon RussellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-06-2019
Ryan M WinklerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-06-2019
Ricardo James ArmijoRaymond James & Associates, Inc.UBS Financial Services Inc.08-30-2019
Timothy Matthew CooperRaymond James & Associates, Inc.UBS Financial Services Inc.$15008-30-2019
Michael Scott KovieRaymond James & Associates, Inc.Morgan Stanley$8207-12-2019
Gus C PanosRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2019
Jason Lee FirekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-12-2019
John G GaynorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2019
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Showing 1 to 25 of 148 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.