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
Vernon Aubrey ThorntonRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-14-2019
Paul Todd GaitherRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-16-2018
Jonathan Adam DuttonRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1008-03-2018
Drew Moore McMillinRaymond James Financial Services, Inc.Asset Planning Corporation08-31-2010
Mark Everett MccowanRaymond James Financial Services, Inc.Avantax Investment Services, Inc.01-07-2019
Matthew W. GathaganRaymond James Financial Services, Inc.BB&T Securities, LLC09-19-2019
Alicia Diane NewhouseRaymond James Financial Services, Inc.Brogan Financial, Inc.10-18-2018
Danielle Lynne CoryerRaymond James Financial Services, Inc.Cable Hill Partners, LLC06-22-2018
Kara Diane ZimmerRaymond James Financial Services, Inc.Cetera Financial Specialists LLC$2506-07-2010
Gregory Scott GriffithRaymond James Financial Services, Inc.Cetera Investment Services LLC$5001-17-2019
Douglas Wilson JonesRaymond James Financial Services, Inc.Cetera Investment Services LLC08-23-2016
David Michael BiggsRaymond James Financial Services, Inc.Cetera Investment Services LLC08-07-2015
Brian Michael HartRaymond James Financial Services, Inc.Commonwealth Financial Network06-04-2013
Landon Douglas VickRaymond James Financial Services, Inc.Cravens & Company Wealth Management$105-17-2013
Joseph Friend IIIRaymond James Financial Services, Inc.Duncan-Williams, Inc.07-16-2013
Lee Robert HouseRaymond James Financial Services, Inc.Edward Jones$1002-21-2020
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Bruce W. ShawRaymond James Financial Services, Inc.Edward Jones$15004-18-2018
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Justin Michael DorrisRaymond James Financial Services, Inc.Edward Jones10-24-2012
Stephen James LangeRaymond James Financial Services, Inc.Edward Jones03-02-2012
Brandon D. HaumschiltRaymond James Financial Services, Inc.Edward Jones01-05-2012
Steven Lee DickRaymond James Financial Services, Inc.Edward Jones$5007-28-2010
James Daniel Landers Jr.Raymond James Financial Services, Inc.Fidelity Brokerage Services LLC01-14-2014
Elisa Denise JonesRaymond James Financial Services, Inc.Fifth Third Securities, Inc.02-09-2017
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Showing 1 to 25 of 114 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.