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
Terry Lynn NibargerRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$5001-19-2010
Joshua Joel GoodridgeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.01-10-2011
Paxton J. TaylorRaymond James Financial Services, Inc.Edward Jones$1005-15-2012
Steven Scott McGavranRaymond James Financial Services, Inc.Lincoln Financial Distributors, Inc.07-19-2013
Thomas Joseph HakeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-18-2015
Dustin Daniel BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-19-2015
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Karen Marie SchneiderRaymond James Financial Services, Inc.Edward Jones08-13-2015
Amy Audrey JacezkoRaymond James Financial Services, Inc.State Farm VP Management Corp.08-31-2015
Deann Yvonne PeterRaymond James Financial Services, Inc.Cetera Investment Services LLC$5010-14-2015
Paula Kay WilsonRaymond James Financial Services, Inc.Cetera Investment Services LLC10-14-2015
Jackie Sue ShupeRaymond James Financial Services, Inc.Cetera Investment Services LLC$2510-14-2015
Miles Lane JamesRaymond James Financial Services, Inc.Cetera Investment Services LLC$2510-15-2015
Paul David NeunerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5005-27-2016
Steven Paul StraderRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-29-2016
Mark T. HemryRaymond James Financial Services, Inc.Edward Jones08-04-2016
Justin W. MillerRaymond James Financial Services, Inc.Edward Jones08-05-2016
Jason B DickinsonRaymond James Financial Services, Inc.Edward Jones02-10-2017
Jeffrey Paul HollowayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10002-15-2017
Sean Douglas HarmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1002-15-2017
William A. EllwoodRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-29-2017
Christopher Grimes ErnstRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2017
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones10-31-2017
Dana Lynn HavensRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-17-2017
Ryan Christian PattersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-17-2017
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Showing 1 to 25 of 48 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.