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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Edward ArtimCambridge Investment Research, Inc.Raymond James Financial Services, Inc.07-10-2009
Mark Alan SnellLPL Financial LLCRaymond James Financial Services, Inc.12-13-2011
Stephen Patrick GeraghtyKovalcik & Geraghty Wealth Partners LLPRaymond James Financial Services, Inc.01-04-2012
Matthew Gerard KovalcikKovalcik & Geraghty Wealth Partners LLPRaymond James Financial Services, Inc.01-06-2012
Mark John GathaganAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.10-03-2012
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.10-02-2013
Chris R. KolbenstetterLPL Financial LLCRaymond James Financial Services, Inc.10-16-2014
Barbara Lin WilsonRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1001-08-2015
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.05-22-2015
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Michael Roger HenryMoney Concepts Capital CorpRaymond James Financial Services, Inc.09-28-2015
Brian M. SweeneyLPL Financial LLCRaymond James Financial Services, Inc.01-19-2016
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Marshall Marc WeinbergLPL Financial LLCRaymond James Financial Services, Inc.05-06-2016
Christopher Ryan NadlerWhitcomb & Hess, Inc.Raymond James Financial Services, Inc.10-10-2016
Richard Dean SwannerMid Atlantic Capital CorporationRaymond James Financial Services, Inc.02-15-2017
Matthew Gerald HarrisWhitaker-Myers Wealth Managers, Ltd.Raymond James Financial Services, Inc.03-03-2017
Christopher J. EdelmanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-06-2017
Nathan Daniel OllishCetera Advisors LLCRaymond James Financial Services, Inc.06-25-2018
Lauren C. RunyonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-26-2018
Brian James McConnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Jennifer Kathryn PieronekLPL Financial LLCRaymond James Financial Services, Inc.$15001-28-2019

Showing 1 to 22 of 22 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.

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