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
Stanley Eugene AllredAllred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
James Andrew Harris Jr.Allred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
Jonathan Logan AllredAllred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
Lawrence Dale NicholsonAllstate Financial Services, LLCRaymond James & Associates, Inc.12-01-2017
Ian GoldfootAmeriprise Financial Services, LLCRaymond James & Associates, Inc.04-29-2016
Emmett Russell Ray IIIAmeriprise Financial Services, LLCRaymond James & Associates, Inc.07-31-2014
Irma Lincoln HamptonAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10006-10-2011
Jackson Gregory GilletteAutarchic Investment Management, LLCRaymond James & Associates, Inc.04-12-2017
Charles Robinson CaudillAvantax Investment Services, Inc.Raymond James & Associates, Inc.06-05-2019
Richard F. Colleoni Jr.B. Riley Wealth ManagementRaymond James & Associates, Inc.$2501-10-2014
Robert A Nickell Jr.BB&T Securities, LLCRaymond James & Associates, Inc.08-23-2018
Richard Anthony FunkBrazos CapitalRaymond James & Associates, Inc.$10009-15-2017
Lori Gann MorrisCalton & Associates, Inc.Raymond James & Associates, Inc.$15004-16-2018
John Edward HarrisCambridge Investment Research, Inc.Raymond James & Associates, Inc.02-03-2020
Michael David CharlesCantella & Co., Inc.Raymond James & Associates, Inc.10-01-2019
Christy J. SheltonCommonwealth Financial NetworkRaymond James & Associates, Inc.06-20-2014
Timothy Lynn NabersFMP Wealth AdvisersRaymond James & Associates, Inc.01-05-2018
Stephen Jay ValellyFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Kimberly T. AbmeyerFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Yancey Tighe SeitzGreenfield Seitz Capital Management, LLCRaymond James & Associates, Inc.$15011-09-2009
Robert King Harrell IIHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Eva H. JonesHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Anna Victoria BodineHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Bryan Ray WrightHilltop Securities Inc.Raymond James & Associates, Inc.$1006-15-2015
Gene Parvon Dickey Jr.Hilltop Securities Inc.Raymond James & Associates, Inc.05-10-2013
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Showing 1 to 25 of 109 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.