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
Adriel Darrell McCordFTB Advisors, Inc.FTB Advisors, Inc.06-06-2013
Alexander Walker JonesLPL Financial LLCFTB Advisors, Inc.03-24-2011
Ann Woodard RoachFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Benjamin Slater BarnettProEquities, Inc.FTB Advisors, Inc.$2503-01-2019
Berrie Beth CobleCambridge Investment Research, Inc.FTB Advisors, Inc.$15009-16-2019
Bradley Michael StaffordFTB Advisors, Inc.FTB Advisors, Inc.$1010-10-2013
Bryan Paul RodgersFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Caroline Stewart CoxCary Street PartnersFTB Advisors, Inc.07-05-2011
Carter York HansardSynovus Securities, Inc.FTB Advisors, Inc.08-01-2016
Charles Richard WatsonFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Christina Voss WhiteFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Christopher Michael HicksFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Daniel Joseph BottoFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Darby Wayne DickensonFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Dean Drew MakinsterFTB Advisors, Inc.FTB Advisors, Inc.$5010-10-2013
Deanna Marie GonzalezFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
Eric John WhiteFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
George Russell Coors IIStephensFTB Advisors, Inc.03-24-2015
Hays Ronald CulbrethLPL Financial LLCFTB Advisors, Inc.02-21-2019
Heather P. McKinneyRaymond James Financial Services, Inc.FTB Advisors, Inc.08-15-2013
Hulon Otis Warlick IV, Stacey Stephenson HydeCommonwealth Financial NetworkFTB Advisors, Inc.11-03-2010
James Eustis Corrigan IIIUBS Financial Services Inc.FTB Advisors, Inc.01-04-2017
James Timothy GodwinFTB Advisors, Inc.FTB Advisors, Inc.$2510-10-2013
James Wilson Powell Jr.FTB Advisors, Inc.FTB Advisors, Inc.$10010-10-2013
Janette Judkins LookadooFTB Advisors, Inc.FTB Advisors, Inc.10-10-2013
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Showing 1 to 25 of 64 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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