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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan Lee ArlandRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Chris Elliotte BaileyRaymond James Financial Services, Inc.Infinex Investments, Inc.03-02-2020
Chad WilliamsRaymond James Financial Services, Inc.Edward Jones02-14-2020
Stephen Wallace GeorgeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-16-2020
Thomas Andrew Toth IIIRaymond James Financial Services, Inc.Toth Financial Advisory Corp01-10-2020
Brandon Christopher KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
John C. McKendree Jr.Raymond James Financial Services, Inc.Compton Wealth Advisory Group, LLC08-26-2019
Jason L. RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Jennifer Anne RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Leda Yasmine BonillaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-15-2019
Steven Moyer AgeeRaymond James Financial Services, Inc.LPL Financial LLC12-05-2018
Katherine Hoskins MackeyRaymond James Financial Services, Inc.Morgan Stanley07-06-2018
Dawn Thompson-MayfieldRaymond James Financial Services, Inc.UBS Financial Services Inc.07-02-2018
John ViscusoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-15-2018
Henry Milner CaldwellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-15-2018
Steven Ronald TurnerRaymond James Financial Services, Inc.LPL Financial LLC12-05-2017
Alexander Vaughan BrandRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-01-2017
Barbour Scott BussellsRaymond James Financial Services, Inc.SIMA Retirement Solutions, LLC11-21-2017
Christopher Ian DorseyRaymond James Financial Services, Inc.Courage Miller Partners, LLC11-10-2017
Margaret Newell WileyRaymond James Financial Services, Inc.Edward Jones11-09-2017
Garland Ray Davis IIRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-03-2017
Dante Reynaud JeffersonRaymond James Financial Services, Inc.EF Legacy Securities, LLC10-20-2017
Valerie RiveraRaymond James Financial Services, Inc.Edward Jones10-16-2017
George Holland WhitmoreRaymond James Financial Services, Inc.BB&T Securities, LLC10-06-2017
Next Page »

Showing 1 to 25 of 148 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.