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
Jason Edward BarnesAllstate Financial Services, LLCINVEST Financial Corporation06-16-2014
Eric Todd StuckeyAmeriprise Financial Services, Inc.INVEST Financial Corporation$50001-02-2018
Steven Robert SchwartzAmeriprise Financial Services, Inc.INVEST Financial Corporation01-02-2018
Galen K. ReederAmeriprise Financial Services, Inc.INVEST Financial Corporation01-02-2018
Alexander Love Hinson Jr.Ameriprise Financial Services, Inc.INVEST Financial Corporation07-28-2017
Wendy Wright RisseAmeriprise Financial Services, Inc.INVEST Financial Corporation02-08-2016
Jeffrey Scott PanikAmeriprise Financial Services, Inc.INVEST Financial Corporation$50009-06-2013
Jeffrey Alan RibletAsset Protection Group, LLCINVEST Financial Corporation10-19-2010
Johnathon Leland CopeBB&T Securities, LLCINVEST Financial Corporation$25009-02-2016
Martin Edward GradyBB&T Securities, LLCINVEST Financial Corporation09-02-2016
Paul Simpson HardinCannon Securities, Inc.INVEST Financial Corporation02-01-2018
Curt Edward CoulombeCetera Advisors LLCINVEST Financial Corporation$10002-08-2018
Patrick Gene HojanCetera Investment Services LLCINVEST Financial Corporation$15006-09-2016
Steven Paul BoatnerCetera Investment Services LLCINVEST Financial Corporation$15006-30-2015
John Schuyler NeffCoastal Income And Capital Preservation Strategies, LLCINVEST Financial Corporation02-15-2012
Stephanie Renee AmesFirst Command Financial Planning, Inc.INVEST Financial Corporation05-14-2011
Kevin Michael BatesIFS SecuritiesINVEST Financial Corporation$25001-18-2018
John Howard BuseyLifeMark Securities Corp.INVEST Financial Corporation$10008-07-2017
BRIAN EDWARD ADAMSMasterPlan Retirement ConsultantsINVEST Financial Corporation09-17-2014
Paul Raymond MassaRaymond James Financial Services, Inc.INVEST Financial Corporation$50010-10-2014
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Leslie Dodge BerryRBC Capital Markets, LLCINVEST Financial Corporation07-31-2017
Mark Hy ShamesSunTrust Investment Services, Inc.INVEST Financial Corporation$50006-18-2012
Andrew Robert Gay Jr.SunTrust Investment Services, Inc.INVEST Financial Corporation$25012-12-2011
Stephen Lanier MorganSunTrust Investment Services, Inc.INVEST Financial Corporation03-16-2011
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Showing 1 to 25 of 28 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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