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
Leonard Clifton Skelton Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Cary Gilbreth BeckRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Willie Ray HornRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Karen Mae AllenRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Kelley Vaughn Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Roy Byrd Price IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Franklin David HombergRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Aaron Scott BelgardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Troy HowardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Edward Allen GrayRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Taylor Davis RobertsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Duane StoryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Robert Allen VaughnRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Kelly Minette WaldropRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Heather Marie MillsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Angie Wyatt DenmarkRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Steven Dale KelloughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Mirela ElliottRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Michael MoyerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Mark Charles HenryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian L. McGeeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Christopher DixonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Joseph Bryan BoudreauxRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Chase Henderson GoreRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anthony John RomanoRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Next Page »

Showing 1 to 25 of 87 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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