Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Grey Lewis ProwseRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00009-06-2019
David A. McBee, Michael M. Mikeska, Michael Peschel, Brittany SmithRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$58704-30-2019
Michael Jude PeschelRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00004-30-2019
David Allan McBee Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00004-30-2019
Michael Morris MikeskaRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10004-30-2019
Michelle Bradshaw OrcuttRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00001-17-2019
Bruce Paulus HoffmanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5001-17-2019
Brett Rutledge McClaranRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-06-2018
Douglas Marshall BielefeldRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10012-01-2017
Gregory C BullenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-28-2017
Thomas Lee StewartRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-13-2017
Robert Emmett LittleRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5010-16-2015
Allan Paul WattRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5005-26-2015
Michael A. SchultzRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10004-20-2012
Curtis Tilman Hinshaw IIIRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-16-2012
Kristi Dawn HefleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-15-2012
Shawna D'Lene LarsonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10003-09-2012
Kathy Genelle BrittonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-09-2012
Paul Justis Lancaster Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5008-27-2009
Robert Bruce CallenderRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5008-27-2009
Jimmy Lee BoyleRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10007-07-2009

Showing 1 to 21 of 21 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.

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