bank
Raymond James Financial
In PWD coverage since August 26, 2026 · 4 stories
-3Talent net · 12 months7 in · 10 out
Talent flow · 12 monthsOn the wire →
Net -3 · 7 arrivals · 10 departures
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
David Lobriecki
Sep 24 · from D.M. Kelly & Company
David Lazorik
Aug 29 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Greg Bruce
Aug 14 · from Charles Schwab
Departures
Jon Burnett
Sep 24 · to LPL Financial
Cyan Batchelor
Sep 24 · to LPL Financial
Dan Fowler
Sep 23 · to LPL Financial
Jared B. Roskelley
Sep 22 · to Ameriprise
Jeff Green
Sep 21 · to Concurrent Investment Advisors
Jeneen Slack
Sep 13 · to LPL Financial
PWD coverage
move
Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.