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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ellen Riney GreenUBS Financial Services Inc.First Horizon Advisors, Inc.08-18-2020
Brett T HuntIFP Securities, LLCFirst Horizon Advisors, Inc.08-10-2020
Leandro G Christiano SilvaRaymond James Financial Services, Inc.First Horizon Advisors, Inc.06-16-2020
Erica MaloneEquitable Advisors, LLCFirst Horizon Advisors, Inc.02-18-2020
Erica Nichole MaloneEquitable Advisors, LLCFirst Horizon Advisors, Inc.02-18-2020
Berrie Beth CobleCambridge Investment Research, Inc.First Horizon Advisors, Inc.$15009-16-2019
Benjamin Slater BarnettProEquities, Inc.First Horizon Advisors, Inc.03-01-2019
James Rhett LankfordLPL Financial LLCFirst Horizon Advisors, Inc.02-21-2019
James M DannelLPL Financial LLCFirst Horizon Advisors, Inc.02-21-2019
Hays Ronald CulbrethLPL Financial LLCFirst Horizon Advisors, Inc.02-21-2019
Jeffrey Louis FlowersGWFS Equities, Inc.First Horizon Advisors, Inc.12-14-2017
James Eustis CorriganUBS Financial Services Inc.First Horizon Advisors, Inc.01-04-2017
Lisa Kay HeltonEdward JonesFirst Horizon Advisors, Inc.11-17-2016
Carter York HansardSynovus Securities, Inc.First Horizon Advisors, Inc.$15008-01-2016
Jeffery Allen WieseUBS Financial Services Inc.First Horizon Advisors, Inc.11-17-2015
George Russell Coors IIStephensFirst Horizon Advisors, Inc.$1,00003-24-2015
Kimberly Dawn HolleyCary Street PartnersFirst Horizon Advisors, Inc.$15007-05-2011
Jason Michael ArditoCary Street PartnersFirst Horizon Advisors, Inc.$15007-05-2011
Alexander Walker JonesLPL Financial LLCFirst Horizon Advisors, Inc.03-24-2011
Terry Leann KeltnerMorgan StanleyFirst Horizon Advisors, Inc.10-18-2010
Jill Elizabeth SuttonRaymond James Financial Services, Inc.First Horizon Advisors, Inc.01-21-2009

Showing 1 to 21 of 21 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.