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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deann Yvonne PeterLPL Financial LLCRaymond James Financial Services, Inc.$5004-15-2020
Jackie Sue ShupeLPL Financial LLCRaymond James Financial Services, Inc.$2504-15-2020
Christina Marie BrownLPL Financial LLCRaymond James Financial Services, Inc.04-15-2020
Chad WilliamsEdward JonesRaymond James Financial Services, Inc.03-03-2020
Kenneth Christopher Doehring IISummit Financial Group IncRaymond James Financial Services, Inc.02-19-2020
Logan Shane GrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.10-11-2019
Joseph Frank Darpel IIIHayden RoyalRaymond James Financial Services, Inc.10-01-2019
Miles Lane JamesCetera Advisor Networks LLCRaymond James Financial Services, Inc.$2505-20-2019
Jessica Hope BarronEdward JonesRaymond James Financial Services, Inc.$5004-12-2019
Hannah E. NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Zachary Ross HebbertEdward JonesRaymond James Financial Services, Inc.12-10-2018
Rebecca L. Carpenter TimmermanBenjamin F. Edwards & Company, Inc.Raymond James Financial Services, Inc.$5011-12-2018
Sherry Lynn BakerBenjamin F. Edwards & Company, Inc.Raymond James Financial Services, Inc.$5011-12-2018
Troy Allen WilliamsBenjamin F. Edwards & Company, Inc.Raymond James Financial Services, Inc.11-12-2018
Nicholas Alexander HarrisBenjamin F. Edwards & Company, Inc.Raymond James Financial Services, Inc.11-12-2018
Lea Anne AshbyBenjamin F. Edwards & Company, Inc.Raymond James Financial Services, Inc.$1011-09-2018
Wendy W. SealeEdward JonesRaymond James Financial Services, Inc.08-31-2018
Derek Franklin JessPlancorp, LLCRaymond James Financial Services, Inc.07-26-2018
Luke Ryan McCartyUMB Financial Services, Inc.Raymond James Financial Services, Inc.03-05-2018
Kevion L. LathamSignify Wealth LLCRaymond James Financial Services, Inc.11-06-2017
Paula Kay WilsonStifel, Nicolaus & Company, IncorporatedRaymond James Financial Services, Inc.06-20-2017
Dillan Gregory BlackEdward JonesRaymond James Financial Services, Inc.01-17-2017
Devan Jerome VelliosEdward JonesRaymond James Financial Services, Inc.01-09-2017
Grady Shane HukeWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$5011-10-2016
Sherri L. FichtnerWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.11-10-2016
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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.