Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amanda Marie Jeeves ZorzaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-25-2015
Amy Sue TravisRaymond James Financial Services, Inc.Commonwealth Financial Network05-23-2019
Andrew Harvey GagneRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC06-03-2016
Andrew Norman KelloggRaymond James Financial Services, Inc.Foresters Financial Services, Inc.02-15-2013
Anthony Franklin YunckerRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.10-15-2019
Benjamin Wayne GriffithRaymond James Financial Services, Inc.Foresters Financial Services, Inc.08-13-2010
Bradly Allen BlauseyRaymond James Financial Services, Inc.Morgan Stanley$15002-16-2018
Brian Richard OswaldRaymond James Financial Services, Inc.LPL Financial LLC$2507-18-2016
Brian Scott KarstenRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$5010-25-2018
Casie J. EitniearRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated10-25-2018
Chad Alan KeimRaymond James Financial Services, Inc.LPL Financial LLC07-18-2016
Christine Nelson Webster DenhamRaymond James Financial Services, Inc.INVEST Financial Corporation01-29-2009
Craig Anthony RosenbergRaymond James Financial Services, Inc.Morgan Stanley$2505-26-2016
Daniel K. KrauskopfRaymond James Financial Services, Inc.Edward Jones$1010-03-2014
Darla Jean LessaRaymond James Financial Services, Inc.Jackson National Life Distributors LLC12-05-2019
Darren Charles BrennanRaymond James Financial Services, Inc.Mercer Global Advisors Inc.02-06-2017
David Chuwei YuRaymond James Financial Services, Inc.Edward Jones01-06-2017
David Mark DellerRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.05-31-2018
David Mark DellerRaymond James Financial Services, Inc.Edward Jones06-14-2016
David Michael KennyRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.$2507-06-2015
Debora Ann CraigRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2502-06-2009
Derrick John GlencerRaymond James Financial Services, Inc.LPL Financial LLC$5007-10-2019
Donald Robert Genord IIIRaymond James Financial Services, Inc.FSC Securities Corporation01-15-2019
Douglas Chester BuczakRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$5005-04-2018
Elizabeth Anne MeagherRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10001-05-2018
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Showing 1 to 25 of 97 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.