Advisers on the Move TEST

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, LLCMorgan Keegan & Company, Inc.$2509-14-2012
Edward Thomas BolognaAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.08-31-2012
Stephen Albert ZybellAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.04-13-2012
Regar MicklerAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$5002-16-2012
Larry J Woodruff Jr.Ameriprise Financial Services, LLCMorgan Keegan & Company, Inc.02-03-2012
Owen John MulvaneyAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.08-30-2011
Wayne Thomas AltmanAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$1008-03-2011
Michael Stephan GoldAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$1006-24-2011
Victoria Lee ArtelAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.06-14-2011
Lawrence Roger RiceAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.05-13-2011
John Stewart FletcherAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$2509-10-2010
Jeffrey Steven SeltzerAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$5006-25-2010
Julie Yvette Landry-MoellerCapital Guardian, LLCMorgan Keegan & Company, Inc.09-10-2010
Ricardo RamirezCapital Guardian, LLCMorgan Keegan & Company, Inc.06-18-2009
Clotilde LeviCGIS Securities LLCMorgan Keegan & Company, Inc.03-08-2012
Michael Avery ReinmundFifth Third Securities, Inc.Morgan Keegan & Company, Inc.03-31-2011
David Sean BenisonFifth Third Securities, Inc.Morgan Keegan & Company, Inc.09-25-2009
Oscar Mauricio GonzalezHSBC Securities (USA) Inc.Morgan Keegan & Company, Inc.$111-25-2009
Charles Peter VinezIndependent Financial PartnersMorgan Keegan & Company, Inc.06-04-2010
Kenneth Lovell BrownJ.P. Turner & Company, L.L.C.Morgan Keegan & Company, Inc.05-10-2011
Barry Michael HavenerJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.04-12-2012
Edward Allan KnowlesKestra Investment Services, LLCMorgan Keegan & Company, Inc.08-21-2012
Perry Jay LandmeyerLPL Financial LLCMorgan Keegan & Company, Inc.$5011-11-2011
Roberto Maria LopezLPL Financial LLCMorgan Keegan & Company, Inc.09-30-2011
James Robert Sory Jr.LPL Financial LLCMorgan Keegan & Company, Inc.08-30-2010
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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.