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
Abby Lynn MorganLPL Financial LLCMorgan Keegan & Company, Inc.$15009-16-2011
Alan Ray Tipton Jr.LPL Financial LLCMorgan Keegan & Company, Inc.$74007-10-2009
Amanda Cook WebbAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.04-16-2012
Amanda Lynn BarcliffLPL Financial LLCMorgan Keegan & Company, Inc.$50001-14-2009
Amy Elizabeth LanningMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$10007-26-2010
Andrew Roman TymchukWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.$50010-14-2010
Andrew William VinsonMML Investors Services, LLCMorgan Keegan & Company, Inc.$10012-06-2010
Anne Goodrich HaganSigma Financial CorporationMorgan Keegan & Company, Inc.$50011-13-2009
Anthony John MeilanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.06-27-2012
Aubrey Randolph AlfordMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$15010-27-2010
Barry Michael Cohen Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$10010-27-2010
Barry Michael HavenerJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$50004-12-2012
Ben E Edward ThomasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.$10005-26-2009
Boyd Julius KinlerSterne, Agee & Leach, Inc.Morgan Keegan & Company, Inc.$50006-07-2011
Brenda Kay BlancoFifth Third Securities, Inc.Morgan Keegan & Company, Inc.08-25-2011
Brian Christopher HaynesSA Stone Wealth Management Inc.Morgan Keegan & Company, Inc.01-08-2010
Brian Joseph SmithMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
Brian Tyler HarrodMorgan StanleyMorgan Keegan & Company, Inc.02-16-2012
Brian Wilson JohnsonMorgan StanleyMorgan Keegan & Company, Inc.06-09-2011
Brooks Judson CollinsMorgan StanleyMorgan Keegan & Company, Inc.$25006-29-2011
Cameron John RosenowMorgan StanleyMorgan Keegan & Company, Inc.12-09-2011
Caralyn Vansice BalthropFirst Horizon Advisors, Inc.Morgan Keegan & Company, Inc.$50012-15-2009
Carmelita Yunaranie Singh-MayerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.$25011-16-2012
Cavett Robert CooperAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.02-20-2012
Cesar Rafael OteroMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.04-26-2010
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Showing 1 to 25 of 303 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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