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
Carlos Rex AponteRaymond James & Associates, Inc.Morgan Stanley11-01-2019
Michael James GapinskiRaymond James & Associates, Inc.Morgan Stanley09-20-2019
Thomas Hardy HugginsRaymond James & Associates, Inc.Morgan Stanley09-20-2019
Nicole Michel BonifaceRaymond James & Associates, Inc.Morgan Stanley09-20-2019
Natanie N. CogburnRaymond James & Associates, Inc.Morgan Stanley09-20-2019
David Edward ThompsonRaymond James & Associates, Inc.Morgan Stanley09-20-2019
Luann M HershornRaymond James & Associates, Inc.Morgan Stanley04-30-2019
Sergio Xavier GonzalesRaymond James & Associates, Inc.Morgan Stanley10-19-2017
Tammy J. BircherRaymond James & Associates, Inc.Morgan Stanley05-19-2017
Mark Tayler SouthwellRaymond James & Associates, Inc.Morgan Stanley06-17-2016
William Frederick MartinRaymond James & Associates, Inc.Morgan Stanley06-17-2016
Jennifer Hannah DayoubRaymond James & Associates, Inc.Morgan Stanley01-22-2016
Charles Ross Hoskins Jr.Raymond James & Associates, Inc.Morgan Stanley08-21-2013
Jenny Marie GrayRaymond James & Associates, Inc.Morgan Stanley01-09-2013
Ladd Earl BednarRaymond James & Associates, Inc.Morgan Stanley$1006-12-2009
Kyong Yu PetersonRaymond James & Associates, Inc.Morgan Stanley$2511-23-2016
Bernard Karl SemonRaymond James & Associates, Inc.Morgan Stanley$5008-07-2015
Jeffrey Carl WeissRaymond James & Associates, Inc.Morgan Stanley$5004-13-2012
Cheryl Ann PeschkeRaymond James & Associates, Inc.Morgan Stanley$5008-19-2011
Richard Anthony FunkRaymond James & Associates, Inc.Morgan Stanley$5002-17-2011
Justin Marcos CappadonaRaymond James & Associates, Inc.Morgan Stanley$8310-28-2016
Kristy Elizabeth McGeeRaymond James & Associates, Inc.Morgan Stanley$10001-22-2016
Paula Maria FeinbergRaymond James & Associates, Inc.Morgan Stanley$10010-24-2013
Marlene M. FowlerRaymond James & Associates, Inc.Morgan Stanley$10001-18-2013
Christopher F. FowlerRaymond James & Associates, Inc.Morgan Stanley$15001-18-2013
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Showing 1 to 25 of 28 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.