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
David Alford, Claudia TaparaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
David Alford, Claudia TaparaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
Stephen Blake BurtonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2020
Robin Linduff ByfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Kurt Charles CarterRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Michael Robert WojtekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Jeremy SilvasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-11-2019
Cindy Michele CookRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-07-2019
Ali Z DhanjiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2019
Evan David RadmanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2018
Matthew Robert MossburgRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Bob Dale CackleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-28-2017
Robert Andrew CackleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Jose Rene VelezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-01-2017
Bryan Baker HartzellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2017
James Connett HartzellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-30-2017
John Robb EdgecombRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10005-19-2017
Elizabeth Evette Mock-HernandezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-19-2017
John R. EdgecombRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10005-19-2017
Aaron Allan PottichenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2012
Gail Susanne Hoffman-JacksonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-07-2011
David Joseph ByrdRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-04-2010
Carl Patrick Carlos Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2009
Valarie Latrice WrightRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2009
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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.