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Raymond James adds Merrill pair with $353 million in assets
The father-and-son team of David and Mitch Vallie is based in Grand Blanc, Michigan.
Raymond James nabs Edward Jones adviser managing $275 million in California
Amy Wasser and her team operate as Wasser Wealth Management, which is based in Pleasant Hill.
Raymond James adds Morgan Stanley duo managing $175 million
Naples, Florida-based John Patat and Joel Gravina will operate as Focus Wealth Management of Raymond James.
Raymond James nabs Edward Jones adviser managing $207 million in Texas
Lance Murphy, who's based in Houston, has 26 years of experience, much of it with asset management companies.
Raymond James nabs $220 million Edward Jones rep
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
RBC rep managing $460 million moves to Raymond James
Matt Vanden Heuvel and his team operate as Vanden Heuvel Wealth Management of Raymond James in Appleton, Wisconsin.
Four Idaho advisers managing $648 million join Raymond James
Employee unit adds two-person teams from Wells Fargo and UBS.
Raymond James adds Texas advisers managing $567 million
A duo from LPL and two Wells Fargo reps are affiliating with the firm’s independent unit.
Raymond James adds $670 million team in South Carolina
The Clauss & Ellison Group, a three-person team from Merrill Lynch, is joining the firm’s employee adviser channel.
Raymond James hires Moseley to head recruiting platform
Robbie Moseley joins the firm from Edward Jones, where he headed talent acquisition for the eastern region.
Merrill Lynch duo managing $215 million join Raymond James
Francine Payson and Tarek Salhab are joining the firm's employee unit in Fort Myers, Florida.
Six-adviser group managing $875 million goes RIA through Dynasty
Team leader Bryan Sweet had been with Raymond James for 32 years.
Merrill Lynch duo managing $216 million joins Raymond James
Gus Fingado and Matthew Walter are joining the firm's employee unit in Manalapan, New Jersey.
RIA Summit: Blistering pace of RIA mergers shows no sign of slowing
Only about 2% to 3% of all SEC-registered RIA firms are involved in a change of ownership, implying the business is quite stable, say panelists at the virtual conference.
Ameriprise team managing $195 million jumps to Raymond James
Eric Cornell and Patrick Shea have formed their own firm, Helius Wealth, in Palm Beach Gardens, Florida.
Morgan Stanley trio managing $315 million joins Raymond James
The team, including James Wendling, Steven VanDerSchaaf andClint Allman, have moved to the employee unit of Raymond James in Davenport, Iowa.
Female-led bank team managing $250 million goes to Raymond James
Peppi Talley and Jessica Hall are joining the firm’s employee unit in Birmingham, Alabama
Practice overseeing $700 million returns to LPL
Wealth Advisory Services, a hybrid in Doylestown, Pennsylvania, had been affiliated with Raymond James for five years.
Wells Fargo rep managing $200 million joins Ray Jay
Alberto Sisso is moving to Raymond James' employee unit in Fort Lauderdale, Florida.
Raymond James affiliate managing $625 million moves to LPL
The six-adviser team at TBT Financial Services is based in Tyler and Longview, Texas
