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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shane Butler WeismanReliance Investing, Inc.Raymond James Financial Services, Inc.03-24-2009
Cotton Lee SearsLPL Financial LLCRaymond James Financial Services, Inc.$1007-20-2009
Michael William WhitePacific West Securities, Inc.Raymond James Financial Services, Inc.$2507-01-2010
Andrew William RodgersBrokersXpress LLCRaymond James Financial Services, Inc.09-01-2010
Meghan A MaggardUnionBanc Investment Services, LLCRaymond James Financial Services, Inc.09-09-2010
Janet Lucille BushUnionBanc Investment Services, LLCRaymond James Financial Services, Inc.09-09-2010
William Bruce CampbellMorgan StanleyRaymond James Financial Services, Inc.$5004-28-2011
Jack Edward MillerKMS Financial Services, Inc.Raymond James Financial Services, Inc.05-23-2011
Bradley Hudson BlackburnBlackburn FinancialRaymond James Financial Services, Inc.$1012-13-2011
Elizabeth Anne La CombeVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$10008-09-2012
Joel P. FairclothLPL Financial LLCRaymond James Financial Services, Inc.10-01-2013
Lorilee Pearl WellsLPL Financial LLCRaymond James Financial Services, Inc.01-03-2014
James Richard DeichCommonwealth Financial NetworkRaymond James Financial Services, Inc.$5004-21-2015
Callahan Wade WoolettVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$1006-10-2015
Linda L. KuechenmeisterRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.07-17-2015
Patrick John CostelloPrivate Client Services, LLCRaymond James Financial Services, Inc.$5003-22-2016
Michael James BlackEK Riley Investments, LLCRaymond James Financial Services, Inc.06-21-2016
Kelli Anne YoungMiller Advisors, Inc.Raymond James Financial Services, Inc.09-02-2016
Patrick Edward HueyWealthSource Partners, LLCRaymond James Financial Services, Inc.12-15-2016
Brandon Allen ZaroD.A. Davidson & Co.Raymond James Financial Services, Inc.$5003-23-2017
Thomas Gregory MercerLPL Financial LLCRaymond James Financial Services, Inc.06-07-2017
Andrew Michael LawrenceCUSO Financial Services, L.P.Raymond James Financial Services, Inc.10-31-2017
Dante Reynaud JeffersonFisher InvestmentsRaymond James Financial Services, Inc.08-14-2018
Brian Earl TeegardinCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$1001-22-2019
Shawn B. PeroffLPL Financial LLCRaymond James Financial Services, Inc.06-26-2019
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Showing 1 to 25 of 35 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.