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
Zachary Stan SmithNorthside Group Wealth Management, LLCRaymond James Financial Services, Inc.01-06-2009
Caroline Helen GeorgiadisCUSO Financial Services, L.P.Raymond James Financial Services, Inc.01-15-2009
Robert Allen Di Donato IILPL Financial LLCRaymond James Financial Services, Inc.03-01-2009
Christopher William MitchellLPL Financial LLCRaymond James Financial Services, Inc.03-11-2009
James Pinckney Kellett IVWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$15008-14-2009
Robert Burkes Wood IIIFSC Securities CorporationRaymond James Financial Services, Inc.$2510-21-2009
Heather Leanne PalmerPurshe Kaplan Sterling InvestmentsRaymond James Financial Services, Inc.11-20-2009
John Francis Brunett Jr.LPL Financial LLCRaymond James Financial Services, Inc.$10011-30-2009
Robert B HigginsPrincipal Securities, Inc.Raymond James Financial Services, Inc.$2512-07-2009
John Harold GiffordLPL Financial LLCRaymond James Financial Services, Inc.04-23-2010
Darrell Wayne LovellLPL Financial LLCRaymond James Financial Services, Inc.05-14-2010
Eric Koonwai NgIntercarolina Financial Services, Inc.Raymond James Financial Services, Inc.$15006-24-2010
Kirk Eric SmithLPL Financial LLCRaymond James Financial Services, Inc.08-17-2010
Victor Donaldson Kane Jr.BB&T Investment Services, Inc.Raymond James Financial Services, Inc.$5011-16-2010
James Eric WeaverLPL Financial LLCRaymond James Financial Services, Inc.11-30-2010
Richard Justin GrecoLPL Financial LLCRaymond James Financial Services, Inc.01-20-2011
Richard Ward SchrumLPL Financial LLCRaymond James Financial Services, Inc.$2510-03-2011
Trey Damon CurtisLPL Financial LLCRaymond James Financial Services, Inc.$5010-03-2011
Richard Justin SchrumLPL Financial LLCRaymond James Financial Services, Inc.$1010-03-2011
Douglas Charles CoppolaClient First Advisors, LLCRaymond James Financial Services, Inc.$5011-01-2011
Brandon Cameron HelmsLPL Financial LLCRaymond James Financial Services, Inc.11-04-2011
Matthew Callen BurrilBrick Street Equity ManagementRaymond James Financial Services, Inc.$5001-04-2012
Eric Michael GluseBB&T Investment Services, Inc.Raymond James Financial Services, Inc.03-12-2012
Meghan Hylton WoolardWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.09-10-2012
Susan LedererAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$1010-11-2012
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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.