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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Michael LawrenceCUSO Financial Services, L.P.Raymond James Financial Services, Inc.10-31-2017
Andrew William RodgersBrokersXpress LLCRaymond James Financial Services, Inc.09-01-2010
Apoorv NegiFidelity Brokerage Services LLCRaymond James Financial Services, Inc.02-25-2020
Bradley Hudson BlackburnBlackburn FinancialRaymond James Financial Services, Inc.$1012-13-2011
Brandon Allen ZaroD.A. Davidson & Co.Raymond James Financial Services, Inc.$5003-23-2017
Brian Earl TeegardinCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$1001-22-2019
Callahan Wade WoolettVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$1006-10-2015
Chad Alexander RolandLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Cotton Lee SearsLPL Financial LLCRaymond James Financial Services, Inc.$1007-20-2009
Dante Reynaud JeffersonFisher InvestmentsRaymond James Financial Services, Inc.08-14-2018
Drushelle Marie WarnickLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Elizabeth Anne La CombeVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$10008-09-2012
Garry Everett BordersLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Gary Lee DouviaLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Jack Edward MillerKMS Financial Services, Inc.Raymond James Financial Services, Inc.05-23-2011
James Richard DeichCommonwealth Financial NetworkRaymond James Financial Services, Inc.$5004-21-2015
Janet Lucille BushUnionBanc Investment Services, LLCRaymond James Financial Services, Inc.09-09-2010
Joel Courtney WhiteLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Joel P. FairclothLPL Financial LLCRaymond James Financial Services, Inc.10-01-2013
Kelli Anne YoungMiller Advisors, Inc.Raymond James Financial Services, Inc.09-02-2016
Kelsey Jordan LairdMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.04-02-2020
Linda L. KuechenmeisterRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.07-17-2015
Lorilee Pearl WellsLPL Financial LLCRaymond James Financial Services, Inc.01-03-2014
Matthew M. BordersLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Meghan A MaggardUnionBanc Investment Services, LLCRaymond James Financial Services, Inc.09-09-2010
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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.