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
Allan Mark GottliebRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Allison Marie DanielsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Andrew Roman TymchukWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$5010-14-2010
Anthony Ward DyeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Wayne MillerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Bjorn AndersenRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Brian Carter KeachRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Brian Corbett AlfordRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Charles Arnold MinterMorgan StanleyMorgan Keegan & Company, Inc.04-13-2012
Charles Edward Knox IIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Michael JohnsonUBS Financial Services Inc.Morgan Keegan & Company, Inc.$15007-13-2012
Christopher Godwin WillettJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Cody Lee HilbunRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
David Howard LillistonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
David Mccullough MannRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10010-02-2012
David Thomas CurleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Deborah Del LewisTriad Advisors LLCMorgan Keegan & Company, Inc.$5005-25-2012
Derrick Ramon LewisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Don Dusan MilichRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Douglas Mitchell CrenshawRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Edward Barton MooreRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Edward Kerry SchererWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$10007-20-2009
Francis Moffitt Traynor Jr.J.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$10007-30-2009
Franklin Raymond McIntyre IIIRBC Capital Markets, LLCMorgan Keegan & Company, Inc.03-30-2012
Fredrick Alan DawsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
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Showing 1 to 25 of 93 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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