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
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Adam Christopher BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$15006-03-2020
Amy Audrey JacezkoRaymond James Financial Services, Inc.State Farm VP Management Corp.08-31-2015
Andrew Thomas BriggsRaymond James Financial Services, Inc.Royal Alliance Associates, Inc.06-09-2020
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones10-31-2017
Charles Joseph TranklerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2612-01-2017
Christopher Grimes ErnstRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2017
Dana Lynn HavensRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-17-2017
Deann Yvonne PeterRaymond James Financial Services, Inc.Cetera Investment Services LLC$5010-14-2015
Delvan R Mitchell Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-17-2017
Dennis Patton WilliamsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10001-26-2018
Dustin Daniel BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-19-2015
Gordon Peter SchnitzlerRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$15004-19-2018
Heidi Marie DiemerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-21-2018
Jackie Sue ShupeRaymond James Financial Services, Inc.Cetera Investment Services LLC$2510-14-2015
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
Jordan Charles GreenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-15-2020
Joseph Clayton Ganote IIIRaymond James Financial Services, Inc.Waddell & Reed03-30-2020
Joseph Gordon SchnitzlerRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated04-19-2018
Joshua Joel GoodridgeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.01-10-2011
Judy Lowe RubinRaymond James Financial Services, Inc.Royal Alliance Associates, Inc.$7106-09-2020
Justin Steven BrownRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated04-02-2018
Justin W. MillerRaymond James Financial Services, Inc.Edward Jones08-05-2016
Karen Marie SchneiderRaymond James Financial Services, Inc.Edward Jones08-13-2015
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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 ā€œ ā€” ā€œ is listed in the recordā€™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.