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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allison Marie FryRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-11-2020
Bradley Kirk SearsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5402-12-2020
Christopher Douglas BrayRaymond James Financial Services, Inc.BB&T Securities, LLC$15001-17-2020
Austin Kane HarrisRaymond James Financial Services, Inc.BB&T Securities, LLC01-17-2020
Matthew William BagleyRaymond James Financial Services, Inc.LPL Financial LLC$2501-10-2020
Jody Elizabeth WyattRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated11-25-2019
John Lawrence DavisRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
John Keais Hoyt Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-19-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
William Francis Gold Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.$5006-06-2019
Michele Lynn Hullett-ComptonRaymond James Financial Services, Inc.J. W. Cole Advisors, Inc.05-28-2019
Courtney H. WilliamsRaymond James Financial Services, Inc.Edward Jones$2502-22-2019
Keith David HubermanRaymond James Financial Services, Inc.TLG Advisors, Inc.$2508-31-2018
Gary Craig CrenshawRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$1,00008-24-2018
Julie Owens AllmanRaymond James Financial Services, Inc.Cetera Investment Services LLC08-14-2018
Benjamin Brinson Lewis Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00007-06-2018
Tanya Dawn FrisbeeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2507-06-2018
Chris Gregory AmysRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10007-06-2018
Lauren Elizabeth TompkinsRaymond James Financial Services, Inc.Securian Financial Services, Inc.05-24-2018
Peter Bayard WearsRaymond James Financial Services, Inc.UBS Financial Services Inc.$15005-04-2018
Robert Steven FoxRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-09-2018
Nicholas David St GeorgeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-02-2018
Julie Lynn CroweRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.$1001-08-2018
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Showing 1 to 25 of 156 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.