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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donald Ray Laurence Jr.Stone Oak Wealth Management, LLCRaymond James & Associates, Inc.08-30-2019
Benjamin Bradford EvendenPrivate Client Services, LLCRaymond James & Associates, Inc.08-16-2019
Michael Richard Hostick IILive Oak Investment PartnersRaymond James & Associates, Inc.07-02-2019
Charles Robinson CaudillAvantax Investment Services, Inc.Raymond James & Associates, Inc.06-05-2019
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
Alexander Joseph PauleaLPL Financial LLCRaymond James & Associates, Inc.11-29-2018
Stephan Michael FarberInscription Capital, LLCRaymond James & Associates, Inc.10-22-2018
Ashley R. PottsSage Advisory Services Ltd CoRaymond James & Associates, Inc.10-15-2018
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
Stephen Jay ValellyFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Kimberly T. AbmeyerFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Robert A Nickell Jr.BB&T Securities, LLCRaymond James & Associates, Inc.08-23-2018
Frances Frazer MooreWaterloo Capital ManagementRaymond James & Associates, Inc.04-17-2018
Betty Jean AriasWaterloo Capital ManagementRaymond James & Associates, Inc.04-17-2018
Leah Anne ColemanWaterloo Capital ManagementRaymond James & Associates, Inc.04-17-2018
Laura C. RaabUBS Financial Services Inc.Raymond James & Associates, Inc.04-12-2018
Patrick SmithLavaca Capital, LLCRaymond James & Associates, Inc.02-15-2018
Christi Lynn Van RiteLegacy One Financial Advisors, LLCRaymond James & Associates, Inc.02-05-2018
Timothy Lynn NabersFMP Wealth AdvisersRaymond James & Associates, Inc.01-05-2018
Kerwin Randolph Price IIIMeridian Wealth Advisors, LLCRaymond James & Associates, Inc.01-03-2018
Angela Michele CruzMeridian Wealth Advisors, LLCRaymond James & Associates, Inc.01-02-2018
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Showing 1 to 25 of 102 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.