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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon Cameron HelmsLPL Financial LLCRaymond James Financial Services, Inc.11-04-2011
Charles Edwin Dyer Sr.LPL Financial LLCRaymond James Financial Services, Inc.$2511-04-2013
Christopher William MitchellLPL Financial LLCRaymond James Financial Services, Inc.03-11-2009
Daniel Eric StrayerLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
Darrell Wayne LovellLPL Financial LLCRaymond James Financial Services, Inc.05-14-2010
Dustin Mychael Van WeerdhuizenLPL Financial LLCRaymond James Financial Services, Inc.04-30-2014
Dwayne Mccord DeatherageLPL Financial LLCRaymond James Financial Services, Inc.$10005-05-2014
Helen Porter ThorpLPL Financial LLCRaymond James Financial Services, Inc.04-30-2014
James Alexander BakerLPL Financial LLCRaymond James Financial Services, Inc.04-16-2015
James Eric WeaverLPL Financial LLCRaymond James Financial Services, Inc.11-30-2010
Jennifer Ann WhisenantLPL Financial LLCRaymond James Financial Services, Inc.06-14-2017
John Francis Brunett Jr.LPL Financial LLCRaymond James Financial Services, Inc.$10011-30-2009
John Harold GiffordLPL Financial LLCRaymond James Financial Services, Inc.04-23-2010
Julie Kathleen BenitzLPL Financial LLCRaymond James Financial Services, Inc.04-30-2014
Kirk Eric SmithLPL Financial LLCRaymond James Financial Services, Inc.08-17-2010
Michael Heath KinslandLPL Financial LLCRaymond James Financial Services, Inc.$10004-30-2014
Ralph Elmer Huey Jr.LPL Financial LLCRaymond James Financial Services, Inc.$5004-30-2014
Richard Justin GrecoLPL Financial LLCRaymond James Financial Services, Inc.01-20-2011
Richard Justin SchrumLPL Financial LLCRaymond James Financial Services, Inc.$1010-03-2011
Richard Ward SchrumLPL Financial LLCRaymond James Financial Services, Inc.$2510-03-2011
Robert Allen Di Donato IILPL Financial LLCRaymond James Financial Services, Inc.03-01-2009
Scott Eric SkjoldagerLPL Financial LLCRaymond James Financial Services, Inc.07-13-2015
Stephen Donald CampbellLPL Financial LLCRaymond James Financial Services, Inc.$1008-17-2015
Suzette Lee McIntyreLPL Financial LLCRaymond James Financial Services, Inc.04-30-2014
Trey Damon CurtisLPL Financial LLCRaymond James Financial Services, Inc.$5010-03-2011

Showing 1 to 25 of 25 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.