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
Brian Kenneth MarshburnAnthem Wealth Management, LLCCrown Capital Securities, L.P.11-10-2017
Angela Taylor EddinsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Debra Anne PittsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Dwayne Mccord DeatherageRaymond James Financial Services, Inc.LPL Financial LLC$10011-09-2017
James Albert Drum Jr.Raymond James Financial Services, Inc.LPL Financial LLC$111-09-2017
James Troy DeversRaymond James Financial Services, Inc.LPL Financial LLC$15011-09-2017
Renee Perry EnglishRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Sheila May FallsHolderness Investments CoPark Avenue Securities LLC11-09-2017
Stanley Royce SmithRaymond James Financial Services, Inc.LPL Financial LLC$2511-09-2017
Suzette Lee McintyreRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Joseph A. Friend, Ross GordonRBC Wealth ManagementWells Fargo Advisors$20811-08-2017
Jade Avery OsborneLPL Financial LLCQuestar Capital Corporation11-08-2017
Joseph Andrew FriendRBC Capital Markets, LLCWells Fargo Clearing Services, LLC$1,00011-08-2017
Cynthia Larson AndersonRaymond James Financial Services, Inc.Voya Financial Advisors, Inc.$111-06-2017
Justin Edwin TartRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00011-03-2017
Peter John BrambsPNC InvestmentsInfinex Investments, Inc.$15011-03-2017
Alfred L. Hobgood III, Alfred L. Hobgood IV, A. Harrison PeatrossRBC Wealth ManagementWells Fargo Advisors$18211-02-2017
Alfred Llewellyn Hobgood IIIRBC Capital Markets, LLCWells Fargo Clearing Services, LLC$1,00011-02-2017
Alfred Llewellyn Hobgood IVRBC Capital Markets, LLCWells Fargo Clearing Services, LLC$5011-02-2017
Andrew Harrison Peatross Jr.RBC Capital Markets, LLCWells Fargo Clearing Services, LLC$1,00011-02-2017
Christopher Ryan PerriSunTrust Investment Services, Inc.Bb&T Investment Services, Inc.11-02-2017
Hoss EsmaeiliWells Fargo Clearing Services, LLCPNC Investments$3811-02-2017
Lauren Graham WilliamsMutual Securities, Inc.LPL Financial LLC11-02-2017
Marianne Elizabeth CarterSecurities America, Inc.National Planning Corporation$111-02-2017
Richard S ReberIndependent Advisor Alliance, LLCMorgan Stanley11-02-2017
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Showing 351 to 375 of 4,054 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.

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