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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Pancoast Jr.Raymond James & Associates, Inc.Lord Abbett Distributor LLC05-14-2019
Jessica Marie VanskiverRaymond James & Associates, Inc.Key Investment Services LLC05-03-2019
Steven Jacques BayardelleRaymond James & Associates, Inc.Deutsche Bank Securities Inc.12-19-2018
Andrew Paul MadlingerRaymond James & Associates, Inc.Boston Private Wealth10-01-2018
Lucas William FarmerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2018
Ida NgRaymond James & Associates, Inc.Morgan Stanley07-21-2017
Joshua PasahowRaymond James & Associates, Inc.Morgan Stanley07-21-2017
Stephen Douglas ParkerRaymond James & Associates, Inc.MetLife Securities Inc.02-09-2017
Sadik KullaRaymond James & Associates, Inc.Morgan Stanley06-14-2016
Kevin Bruce BrownRaymond James & Associates, Inc.Morgan Stanley06-10-2016
James WangRaymond James & Associates, Inc.Morgan Stanley02-12-2016
Brian James CrowleyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-20-2015
Reuben Roosevelt McDanielRaymond James & Associates, Inc.RM Capital Management, LLC10-26-2015
Gary Wayne FroudRaymond James & Associates, Inc.J.P. Morgan Securities LLC12-02-2014
Al Christopher MyrieRaymond James & Associates, Inc.J.P. Morgan Securities LLC12-02-2014
Jeremy Eli BenatarRaymond James & Associates, Inc.Sidoti & Company, LLC11-05-2014
James Martin PucciRaymond James & Associates, Inc.Stifel, Nicolaus & Company, Incorporated03-28-2014
James C PucciRaymond James & Associates, Inc.Stifel, Nicolaus & Company, Incorporated03-28-2014
Peter Joseph WalshRaymond James & Associates, Inc.Morgan Stanley02-14-2014
Lisa Jane WalshRaymond James & Associates, Inc.Morgan Stanley02-14-2014
Christopher James WarburtonRaymond James & Associates, Inc.William Blair10-22-2013
Michael Anthony GaffneyRaymond James & Associates, Inc.Gleacher & Company Securities, Inc.08-29-2013
Ryan James SylvesterRaymond James & Associates, Inc.Virtu Americas LLC04-22-2013
Brendan Thompson MosesRaymond James & Associates, Inc.Virtu Americas LLC04-15-2013
Darius Dion KirkseyRaymond James & Associates, Inc.Virtu Americas LLC04-10-2013
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.