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
Kristin Vesia PrenticeCetera Investment Services LLCRaymond James Financial Services, Inc.11-12-2019
Sharon Nicole BeamerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Raymond James Financial Services, Inc.$10011-06-2019
Jonathan David LindnerPark Avenue Securities LLCRaymond James Financial Services, Inc.08-06-2019
Chip Jason JurgensenSullivan, Bruyette, Speros & Blayney, LLCRaymond James Financial Services, Inc.06-26-2019
Charles Lewis SowersCapital Investment Group, Inc.Raymond James Financial Services, Inc.$50006-20-2019
Philip Reese BaileyCetera Advisor Networks LLCRaymond James Financial Services, Inc.$50004-15-2019
Leslie Davis AllisonCetera Advisor Networks LLCRaymond James Financial Services, Inc.04-15-2019
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
Cara Elizabeth LindnerCambridge Investment Research, Inc.Raymond James Financial Services, Inc.03-22-2018
Megan Fogle KopkaKopka Financial, LLCRaymond James Financial Services, Inc.03-21-2018
David Roger HuntMilestone WealthRaymond James Financial Services, Inc.02-13-2018
Belinda Mai ButlerMilestone WealthRaymond James Financial Services, Inc.02-13-2018
Ryan Thomas SmithBeacon Wealthcare, Inc.Raymond James Financial Services, Inc.02-03-2018
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Blake Lawrence ParoAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Trevor Edward ChambersAdvisory 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
Athena Katsis DotyJanney Montgomery Scott LLCRaymond James Financial Services, Inc.$10008-01-2017
Jeffrey Brian JacksonJanney Montgomery Scott LLCRaymond James Financial Services, Inc.$85008-01-2017
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
Jennifer Ann WhisenantLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
Daniel Eric StrayerLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
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Showing 1 to 25 of 79 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.

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