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
Joseph Clayton Ganote IIIRaymond James Financial Services, Inc.Waddell & Reed03-30-2020
Kelley Anne ManningRaymond James Financial Services, Inc.Waddell & Reed03-30-2020
Kathleen J LewisRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC02-03-2020
Michael David BlauRaymond James Financial Services, Inc.Farmers Financial Solutions, LLC10-11-2018
Heidi Marie DiemerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-21-2018
Joseph Gordon SchnitzlerRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated04-19-2018
Justin Steven BrownRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated04-02-2018
Michelle A EvansRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated04-02-2018
Ryan J. TinkerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-01-2017
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones10-31-2017
Christopher Grimes ErnstRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2017
William A. EllwoodRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-29-2017
Jason B DickinsonRaymond James Financial Services, Inc.Edward Jones02-10-2017
Justin W. MillerRaymond James Financial Services, Inc.Edward Jones08-05-2016
Mark T. HemryRaymond James Financial Services, Inc.Edward Jones08-04-2016
Steven Paul StraderRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-29-2016
Paula Kay WilsonRaymond James Financial Services, Inc.Cetera Investment Services LLC10-14-2015
Amy Audrey JacezkoRaymond James Financial Services, Inc.State Farm VP Management Corp.08-31-2015
Karen Marie SchneiderRaymond James Financial Services, Inc.Edward Jones08-13-2015
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Dustin Daniel BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-19-2015
Steven Scott McGavranRaymond James Financial Services, Inc.Lincoln Financial Distributors, Inc.07-19-2013
Joshua Joel GoodridgeRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.01-10-2011
Sean Douglas HarmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1002-15-2017
Paxton J. TaylorRaymond James Financial Services, Inc.Edward Jones$1005-15-2012
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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.