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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Graham Chandler Edwards IIAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$2509-14-2012
Elizabeth Kuban CarlingtonAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.06-04-2012
Amanda Cook WebbAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.04-16-2012
Kenneth Todd BevinsAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$1004-09-2012
Larry J Woodruff Jr.Ameriprise Financial Services, Inc.Morgan Keegan & Company, Inc.02-03-2012
Forrest Allen Johnson IIIAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.10-14-2011
John Stewart FletcherAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$2509-10-2010
Mark Robert WitthausB. Riley Wealth ManagementMorgan Keegan & Company, Inc.01-13-2012
James Howard SparkmanB. Riley Wealth ManagementMorgan Keegan & Company, Inc.12-02-2011
Scott Edward AndersonB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$2511-11-2010
Warren Amroy Scott Jr.B. Riley Wealth ManagementMorgan Keegan & Company, Inc.05-14-2010
Francis Patrick CunninghamB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$10006-26-2009
Stephen Rex JohnsonBrown Associates, Inc.Morgan Keegan & Company, Inc.02-11-2010
Tammy Lynn CourtneyBuckingham Strategic WealthMorgan Keegan & Company, Inc.08-23-2010
Charles A. Smith Jr.Cetera Investment Services LLCMorgan Keegan & Company, Inc.$5001-29-2013
Julian Saenger Richards Jr.Dorsey & Company, Inc.Morgan Keegan & Company, Inc.10-07-2011
Lance Reed MoulinEdward JonesMorgan Keegan & Company, Inc.11-11-2011
Steven Randolf JungEukles Asset Management, LLCMorgan Keegan & Company, Inc.05-26-2011
Timothy John LysaghtEukles Asset Management, LLCMorgan Keegan & Company, Inc.05-26-2011
Michael Avery ReinmundFifth Third Securities, Inc.Morgan Keegan & Company, Inc.03-31-2011
Richard Keith O'ConnorFirst Kentucky Securities CorporationMorgan Keegan & Company, Inc.12-31-2009
Michael A HorlanderFirst Kentucky Securities CorporationMorgan Keegan & Company, Inc.12-31-2009
Caralyn Vansice BalthropFTB Advisors, Inc.Morgan Keegan & Company, Inc.12-15-2009
Mark Tracy StreetGuideStone Financial ServicesMorgan Keegan & Company, Inc.$2506-11-2012
Erik Alexis CarringtonHancock Whitney Investment Services Inc.Morgan Keegan & Company, Inc.12-12-2011
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Showing 1 to 25 of 750 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.

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