Team move
The Edward Fitzpatrick Group
Raymond James → Janney Montgomery Scott
What changed
Led the Houston team out of Raymond James after about 23 years to seed Janney's new Houston office; team had $3.3B AUM plus Murphy's $200M+.
- Reported / discovered
- Oct 16, 2026
- Effective
- Not reported
- New role
- Managing Director and Investment Lead, The Edward Fitzpatrick Group
- Previous role
- Not reported
- Market
- Houston, TX
- Reported book
- $3.5B
- Reported team size
- 5 people
- Named people
- 6
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Oct 16, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
10 observations consolidated into one event.
Oct 17, 2026Source evidence reconciled
Oct 17, 2026Source evidence reconciled