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Advisers on the Move - InvestmentNews

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nichola S. AginsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2019
Gerald Markel HammRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2018
Martha Mary CaldwellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
Kortney Ann JolleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
Andrea Corella Saint-PereRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2018
John Andrews VRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2018
Evan David RadmanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2018
Sean Walker ConnellyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
Geoffrey Scott DerberRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
Christopher Michael BozasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2018
Phillip M. CookRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2018
Lucas William FarmerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2018
Stephen J. GreenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2018
Teresa Raquel RodriguezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2018
Anthony M. CadieuxRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2018
Jana Adele KearnsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-02-2018
Matthew Robert MossburgRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Christian Andres MartinezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2018
John Roy EdmondsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1002-16-2018
Preston Joseph PerezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1706-04-2018
Britton H. TrimmerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Brandon T. HattonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
John R. McKettaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-28-2018
Kara M ThornRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-27-2018
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Showing 1 to 25 of 30 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.