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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Edward ValentiRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$2501-29-2018
Alfredo Jimenez Jr.LPL Financial LLCForesters Financial Services, Inc.09-14-2017
Ankit PalanLPL Financial LLCForesters Financial Services, Inc.08-16-2017
Christopher Martin QuandtPaulson Investment Company LLCForesters Financial Services, Inc.08-10-2017
Samantha Michelle WalshLPL Financial LLCForesters Financial Services, Inc.04-03-2017
Elliott Hamilton WedamKey Investment Services LLCForesters Financial Services, Inc.12-12-2016
Douglas Scott SouvenirRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$2505-20-2016
Jeffrey Wayne GrandyRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-20-2016
Keoni Keliimokunui Hudson-RasmussenRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-20-2016
Sophia Bliablias-GrandyRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$5005-20-2016
Curtis Caine ShireyWaddell & ReedForesters Financial Services, Inc.05-12-2016
Andrew John EckleyRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$2505-05-2014
Jeffrey Meade CapellenRaymond James Financial Services, Inc.Foresters Financial Services, Inc.$5005-05-2014
Karri Marie MaccluerRaymond James Financial Services, Inc.Foresters Financial Services, Inc.05-05-2014
Evan Hideo HayashiCrown Capital Securities, L.P.Foresters Financial Services, Inc.$2504-22-2013
Noah Lewis ZamudioWaddell & ReedForesters Financial Services, Inc.09-27-2012
Johnathon Franklin ThomasWaddell & ReedForesters Financial Services, Inc.07-20-2012
Steven James EstesWaddell & ReedForesters Financial Services, Inc.07-20-2012
Ryan Timothy BeldingWaddell & ReedForesters Financial Services, Inc.$15012-02-2011
Shannon Edna PaulsenWaddell & ReedForesters Financial Services, Inc.12-02-2011

Showing 1 to 20 of 20 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.

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