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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Matthew WinklerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-06-2019
John G GaynorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2019
Peter John MasourasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2017
Kristina Marie DanielRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-28-2017
Beth Lauren DeckerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-28-2017
Michael Aaron RosnerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2016
Brian Joseph ProbstRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2016
John R FirekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2016
Vonda Rochelle GrantRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-25-2012
David G. CiniRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-25-2012
Allen John KowalskiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-04-2010
Michael William LaddRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2009
Steven Michael PartykaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2009
Lisa Lynn StellaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2009
Ryan William AmesRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$504-13-2015
John Roy EdmondsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1002-16-2018
Michael Andrew HudzikRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2509-06-2019
Mark K SmithRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-01-2012
Jason Lee FirekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-12-2019
Aaron Joseph PawlakRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-14-2017
Lyndon L DavisRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-14-2017
Jennifer Anne YoukerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5008-23-2013
John Frederick FortinoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-01-2011
Jon RussellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-06-2019
Gus C PanosRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2019
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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.