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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas Peter BednarczykRaymond James Financial Services, Inc.LPL Financial LLC$5001-07-2009
Steven Joseph PlantRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2504-01-2009
Bradley Carl JensonRaymond James Financial Services, Inc.UBS Financial Services Inc.$5005-08-2009
James Edward Boileau Jr.Raymond James Financial Services, Inc.Citigroup Global Markets Inc.$2505-08-2009
Michael Alan OwensRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2505-08-2009
Barbara Esther PerraultRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Stephen Edward KruchtenRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
James Leonard PetersonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Roger Jon AndersonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Gavin Robert BurnsRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jill Marie KrebsbachRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jerrod Michael HammerbackRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Layton George WhiteRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Brian Keith JohnsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Heidi Marie MagnusonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Sherri Jean MunkelwitzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Ann Marie WestRaymond James Financial Services, Inc.MetLife Securities Inc.12-01-2009
Eric Gerald BrockbergRaymond James Financial Services, Inc.AXA Advisors, LLC$5004-01-2010
Bradley Keith ChristiansenRaymond James Financial Services, Inc.UBS Financial Services Inc.$15009-15-2011
David Chisholm KohlhaasRaymond James Financial Services, Inc.UBS Financial Services Inc.$10009-15-2011
Kristin Moselle RognerudRaymond James Financial Services, Inc.UBS Financial Services Inc.$5009-15-2011
Theodore Michael ElliottRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-26-2012
Todd Lyle GuennigsmannRaymond James Financial Services, Inc.BancWest Investment Services, Inc.03-01-2012
Jeffrey Allen JuelsonRaymond James Financial Services, Inc.Edward Jones08-06-2012
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Showing 1 to 25 of 50 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.

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