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
Gerel Gene ScottLegend Equities CorporationRaymond James Financial Services, Inc.01-26-2009
Robert Edward ArtimCambridge Investment Research, Inc.Raymond James Financial Services, Inc.07-10-2009
Cory William YoungsUBS Financial Services Inc.Raymond James Financial Services, Inc.09-01-2010
Andrea Beth OtteMorgan StanleyRaymond James Financial Services, Inc.09-15-2010
James Wlater Daehler Jr.PNC InvestmentsRaymond James Financial Services, Inc.01-03-2011
John David Wright Jr.Cantella & Co., Inc.Raymond James Financial Services, Inc.02-25-2011
Christopher Charles RussoCantella & Co., Inc.Raymond James Financial Services, Inc.02-25-2011
Mark Alan SnellLPL Financial LLCRaymond James Financial Services, Inc.$2512-13-2011
Stephen Patrick GeraghtyKovalcik & Geraghty Wealth Partners LLPRaymond James Financial Services, Inc.$5001-04-2012
Matthew Gerard KovalcikKovalcik & Geraghty Wealth Partners LLPRaymond James Financial Services, Inc.$1001-06-2012
Lindsay O. CorneilleTIAA-CREF Individual & Institutional Services, LLCRaymond James Financial Services, Inc.09-06-2012
Mark John GathaganAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.10-03-2012
Jonathan M. EschanJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.10-12-2012
Genan Marie KirbyOBS Brokerage Services, Inc.Raymond James Financial Services, Inc.10-30-2012
Gaye R. KinkopfVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.05-28-2013
Terrie Frances AustinFifth Third Securities, Inc.Raymond James Financial Services, Inc.09-24-2013
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.10-02-2013
Jill Ann HaueterCantella & Co., Inc.Raymond James Financial Services, Inc.11-29-2013
Jonathan R BradfieldCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$1001-07-2014
Mark Robbin TessneerMetLife Securities Inc.Raymond James Financial Services, Inc.$1001-22-2014
Chris R. KolbenstetterLPL Financial LLCRaymond James Financial Services, Inc.10-16-2014
Julia Marie QuignanoAXA Advisors, LLCRaymond James Financial Services, Inc.10-31-2014
James Joseph KarsatosNYLIFE Securities LLCRaymond James Financial Services, Inc.11-19-2014
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.05-22-2015
Brittany M. FinchamLPL Financial LLCRaymond James Financial Services, Inc.06-17-2015
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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.