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.

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

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Annie Laurie NorrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-16-2018
Kenneth Taylor AdamsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Robert Shakib Bader Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Randy Grant CramerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Mason Joel HayesRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Michele Atchley SearsRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.$5004-09-2018
Timothy Lee McCuinRaymond James Financial Services, Inc.Cambridge Investment Research, Inc.04-09-2018
Andrew Scott WhitbeckRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Robert Steven WilkinsonRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Scott Henry ShepherdRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10008-10-2018
Randy Scott KoontzRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Aaron Joseph JurgensmeyerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Jonathan Samuel DawsonRaymond James Financial Services, Inc.Edward Jones09-12-2018
Logan R StoneRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10010-01-2018
Janet Lynn SchmeskiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2510-01-2018
David Joseph MattyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018
Michael S. StocktonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-01-2018

Showing 1 to 17 of 17 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.

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