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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brianna Christine PerryRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-18-2011
Christopher George MitchellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2511-27-2013
Christopher Stephen JohnsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00008-16-2019
Fred Michael AsfouryRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00008-16-2019
James Wesley ForresterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2512-02-2015
Kenie Theresa WrennRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-14-2019
Kenneth M. OffenbergRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$6409-22-2017
Kenyon Lee AllmanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5011-14-2014
Lisa Luke WorkmanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-16-2019
Mark Antony GreerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-12-2018
Samir AlemRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$111-21-2014
William Bryant Wellons Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC12-02-2015

Showing 1 to 12 of 12 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.