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
Melissa C. MorehouseFirst Horizon Advisors, Inc.First Horizon Advisors, Inc.01-20-2009
Jill Elizabeth SuttonRaymond James Financial Services, Inc.First Horizon Advisors, Inc.01-21-2009
Benjamin Taylor HaneyUvest Financial Services Group, Inc.First Horizon Advisors, Inc.07-17-2009
Michael Bryant BishopLPL Financial LLCFirst Horizon Advisors, Inc.11-03-2009
Terry Leann KeltnerMorgan StanleyFirst Horizon Advisors, Inc.10-18-2010
Alexander Walker JonesLPL Financial LLCFirst Horizon Advisors, Inc.03-24-2011
Caroline Stewart CoxCary Street PartnersFirst Horizon Advisors, Inc.07-05-2011
Kimberly Dawn HolleyCary Street PartnersFirst Horizon Advisors, Inc.07-05-2011
Jason Michael ArditoCary Street PartnersFirst Horizon Advisors, Inc.07-05-2011
Sepideh KadivarNorthwestern Mutual Investment Services, LLCFirst Horizon Advisors, Inc.12-06-2011
Jesse Kelin GilesSecurities Service Network, LLCFirst Horizon Advisors, Inc.$1002-08-2013
Nicholas Wayne HodgeFifth Third Securities, Inc.First Horizon Advisors, Inc.03-03-2014
Richard Stephen WetherbeeLPL Financial LLCFirst Horizon Advisors, Inc.08-28-2014
Chad James McKinneyScottrade, Inc.First Horizon Advisors, Inc.$5003-01-2015
George Russell Coors IIStephensFirst Horizon Advisors, Inc.03-24-2015
Anthony L. GressickFidelity Brokerage Services LLCFirst Horizon Advisors, Inc.06-17-2015
Deborah Ann FreemanSunTrust Investment Services, Inc.First Horizon Advisors, Inc.08-03-2015
Jeffery Allen WieseUBS Financial Services Inc.First Horizon Advisors, Inc.11-17-2015
Carter York HansardSynovus Securities, Inc.First Horizon Advisors, Inc.08-01-2016
James Eustis Corrigan IIIUBS Financial Services Inc.First Horizon Advisors, Inc.01-04-2017
Paul Henry BarlowPark Avenue Securities LLCFirst Horizon Advisors, Inc.02-07-2017
Louis Sarazan ConnellyDuncan-Williams, Inc.First Horizon Advisors, Inc.06-01-2017
Jeffrey Louis FlowersGWFS Equities, Inc.First Horizon Advisors, Inc.12-14-2017
James Rhett LankfordLPL Financial LLCFirst Horizon Advisors, Inc.02-21-2019
Hays Ronald CulbrethLPL Financial LLCFirst Horizon Advisors, Inc.02-21-2019
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Showing 1 to 25 of 33 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.