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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Suzette Lee McintyreEdward JonesRaymond James Financial Services, Inc.12-17-2018
Clifford Darrell SorelCapital Investment Group, Inc.Raymond James Financial Services, Inc.$13108-07-2018
Megan Fogle KopkaKopka Financial, LLCRaymond James Financial Services, Inc.03-21-2018
Belinda Mai ButlerMilestone WealthRaymond James Financial Services, Inc.02-13-2018
David Roger HuntMilestone WealthRaymond James Financial Services, Inc.02-13-2018
Blake Lawrence ParoAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Abigail Budd EmbryLincoln Financial Securities CorporationRaymond James Financial Services, Inc.09-08-2017
Metin Behzat KurkcuMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10008-11-2017
Jeffrey Brian JacksonJanney Montgomery Scott LLCRaymond James Financial Services, Inc.$8508-01-2017
Meagan Jackson BourgeoisJanney Montgomery Scott LLCRaymond James Financial Services, Inc.08-01-2017
William Scott PolandCarolina Financial Advisors, Inc.Raymond James Financial Services, Inc.07-21-2017
Daniel Eric StrayerLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
Jennifer Ann WhisenantLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
Matthew Ray RiggsEdward JonesRaymond James Financial Services, Inc.$15005-19-2017
Julie Renee Owens AllmanCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Loretta Bowen RoseCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Matthew Todd StoweCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Gary ChmielewskiEdward JonesRaymond James Financial Services, Inc.$2504-17-2017
Edward John SaboCapital Investment Group, Inc.Raymond James Financial Services, Inc.12-12-2016
Robert Wilmer Brafford Jr.Legacy One Wealth ManagementRaymond James Financial Services, Inc.09-06-2016
Robert Beatty FincherSagePoint Financial, Inc.Raymond James Financial Services, Inc.$1009-01-2016
Michael Graham WestbrookCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$1003-28-2016
Thomas Stacy DillonWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$109-30-2015
Stephen Donald CampbellLPL Financial LLCRaymond James Financial Services, Inc.08-17-2015
Jon Christopher DobsonWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$5008-10-2015
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Showing 1 to 25 of 64 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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