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
Nathan Michael SwabCambridge Investment Research Advisors, Inc.Raymond James Financial Services, Inc.03-16-2020
Michael Robert CianciolaEdward JonesRaymond James Financial Services, Inc.11-22-2019
Chaz R. PriceTFO-TDC, LLCRaymond James Financial Services, Inc.02-04-2019
Brian James McConnellAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.01-22-2019
Clinton J. SamuelCharles Schwab & Co., Inc.Raymond James Financial Services, Inc.11-19-2018
Lindsey A. RoehlF3Logic, LLCRaymond James Financial Services, Inc.10-11-2018
Lauren C. RunyonAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.09-26-2018
Nathan Daniel OllishCetera Advisors LLCRaymond James Financial Services, Inc.06-25-2018
Deborah Elizabeth MarksWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.03-06-2018
Michele Kathleen JohnsonPNC InvestmentsRaymond James Financial Services, Inc.10-13-2017
Gregory Louis SazdanoffBeacon Hill Investment Advisory, LLCRaymond James Financial Services, Inc.07-13-2017
Christopher J. EdelmanAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.07-06-2017
Matthew Gerald HarrisWhitaker-Myers Wealth Managers, Ltd.Raymond James Financial Services, Inc.03-03-2017
Richard Dean SwannerMid Atlantic Capital CorporationRaymond James Financial Services, Inc.02-15-2017
Bruce Allen JosephEdward JonesRaymond James Financial Services, Inc.10-14-2016
Christopher Ryan NadlerWhitcomb & Hess, Inc.Raymond James Financial Services, Inc.10-10-2016
Clayton Michael ReynoldsMWA Financial Services Inc.Raymond James Financial Services, Inc.05-17-2016
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Brian M. SweeneyLPL Financial LLCRaymond James Financial Services, Inc.01-19-2016
Jennifer Anne KovellThrivent Investment Management Inc.Raymond James Financial Services, Inc.01-19-2016
Michael Roger HenryMoney Concepts Capital CorpRaymond James Financial Services, Inc.09-28-2015
Amanda Ann PearceInfinex Investments, Inc.Raymond James Financial Services, Inc.09-02-2015
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Jeffery Allan SchmidtThe Huntington Investment CompanyRaymond James Financial Services, Inc.07-28-2015
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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.