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
Anthony F StedemRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$501-12-2018
Mark William LeonhardRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-12-2018
Gerald Robert JonesRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$7701-12-2018
Mark Antony GreerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-12-2018
Ryan Michael HickeyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-12-2018
Rachel Ann MeisenzahlRaymond James & Associates, Inc.Scottrade, Inc.01-16-2018
Cheryl Lynn MylerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5001-19-2018
David P. DillonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-19-2018
David Eugene TaylorRaymond James & Associates, Inc.Infinex Investments, Inc.01-22-2018
Matthew Ryan StuckeRaymond James & Associates, Inc.J.P. Morgan Securities LLC01-25-2018
Julie Robertson StonebargerRaymond James & Associates, Inc.Morgan Stanley01-26-2018
Christian Andres MartinezRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2018
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Jeffrey Stephen OlineRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-29-2018
Julia Theresa CosseRaymond James & Associates, Inc.Cosse' International Securities, Inc.01-31-2018
Jason Earl HarshRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-01-2018
Karl D. RohrbaughRaymond James & Associates, Inc.Edward Jones02-02-2018
Wendy Sue MurrRaymond James & Associates, Inc.Morgan Stanley02-02-2018
Matthew Harrison AllenRaymond James & Associates, Inc.Janney Montgomery Scott LLC$10002-07-2018
Janice Margaret WeilandRaymond James & Associates, Inc.Cascade Investment Group, Inc.$2502-09-2018
Carmelo Anthony BattagliaRaymond James & Associates, Inc.Morgan Stanley02-12-2018
Aaron Ray HarrisRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC02-15-2018
Gregory Steven SieberRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-16-2018
Kenneth Eugene HicksRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$3202-16-2018
Lyle Joseph FloydRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-16-2018
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Showing 1 to 25 of 317 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.