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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jay Matthew RottnerJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$5001-13-2012
Palmer Craig ScarrittJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.01-13-2012
Francis Moffitt Traynor Jr.J.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$10007-30-2009
Jason Kemble AdamsJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.07-30-2009
Christopher Godwin WillettJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Steven Welles EdwardsJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$5007-19-2012
Patricia Mary FleuryJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.07-19-2012
Geoffrey Clive Mark DellerJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.07-19-2012
James Michael Irvin Jr.LPL Financial LLCMorgan Keegan & Company, Inc.$20002-22-2012
Thomas Michael PowersLPL Financial LLCMorgan Keegan & Company, Inc.09-14-2009
Mary Frances BarichLPL Financial LLCMorgan Keegan & Company, Inc.04-13-2009
Meg Furlow ParkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$10008-20-2010
Jack Powell GreenMorgan StanleyMorgan Keegan & Company, Inc.05-11-2012
Charles Arnold MinterMorgan StanleyMorgan Keegan & Company, Inc.04-13-2012
James Werner LeibachRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$20002-13-2013
Patrick Joseph DouglasRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Richard Hardy DawkinsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Ward DyeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Raymond Crawford SupleeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Michael Phelan Lowe Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Joshua Logan NewmanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Michael Phelan LoweRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Robert William CarnesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Gary Lee DavisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Allan Mark GottliebRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Next Page »

Showing 1 to 25 of 93 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.