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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Michael MastersWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Raymond James Financial Services, Inc.03-27-2018
James Noel PinsonJ. Noel Pinson and Associates, LLCAmeriprise Financial Services, Inc.03-13-2018
James Robert HegelPruco Securities, LLC.The O.N. Equity Sales Company06-15-2018
James Thomas RuffinElemental Capital Management, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-08-2018
James Walter SkorupskiWoodbury Financial Services, Inc.Capital One Advisors, LLC07-11-2018
Jameson Eugene HamiltonPurshe Kaplan Sterling InvestmentsMcLaughlin Ryder Investments, Inc.$10009-12-2018
Jason Allen SnyderCapitol Securities Management, Inc.Raymond James Financial Services, Inc.$25006-26-2018
Jason DodzikIndependent Financial Group, LLCPurshe Kaplan Sterling Investments$25009-19-2018
Jason HemeonWells Fargo AdvisorsRaymond James$17003-21-2018
Jason Lee WilliamsAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-15-2018
Jason Palomares LavariasAE Wealth Management, LLCIntervest International Equities Corporation12-13-2018
Jason Randall HemeonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-02-2018
Jason Robert MurrayGreenhouse MoneyNorthwestern Mutual Investment Services, LLC05-23-2018
Jay Steve ArceTaylor Financial Group, Inc.SONDER FINANCIAL ADVISORS10-18-2018
Jeff M. DoanCraft Asset ManagementCapital One Investing, LLC04-30-2018
Jeffrey Clark LeonardAXA Advisors, LLCNationwide Securities, LLC06-07-2018
Jeffrey Darrin MurrayLombard Advisers IncorporatedBenjamin F. Edwards & Company, Inc.05-25-2018
Jeffrey Edward LoveInfinex Investments, Inc.Pruco Securities, LLC.04-17-2018
Jeffrey Gerald MussattKimble Advisory, LLCAgili, P.C.01-22-2018
Jeffrey Michael Sciscilo Jr.Purshe Kaplan Sterling InvestmentsMcLaughlin Ryder Investments, Inc.09-12-2018
Jeffrey Sean McGoughLPL Financial LLCVoya Financial Advisors, Inc.$10010-30-2018
Jeffrey Stuart ChernitzerBuckingham Strategic WealthWEALTHQUEST FINANCIAL SERVICES, LLC04-19-2018
Jessica Dawn HeneberryOld Dominion Capital Management Inc.SunTrust Investment Services, Inc.03-21-2018
Jessica L. GabrieleRobert W. Baird & Co. IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$25007-16-2018
Jessica Margaret AshbyLPL Financial LLCInfinex Investments, Inc.12-06-2018
« Previous PageNext Page »

Showing 151 to 175 of 332 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.