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
Vernon Robert Reinike Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Steve Douglas GraceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Douglas Marchand MinorRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Logan Burch Phillips IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Jerome Marks DattelRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Charles Walker SudduthLPL Financial LLCMorgan Keegan & Company, Inc.08-02-2012
Forrest Allen Johnson IIIAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.10-14-2011
Ralph Hicks Weems IIIWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.03-05-2009
William Milton MorrisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Tony Randal JacksonWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$1003-05-2009
William Bruce TrustyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
William Ronald BaileyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Wilder GreenleeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
William Guy Branscome IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Jeffrey Francis MileyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Charles Meyer Bowman IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Mark Alan MaxwellRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Julie Wardlaw SmithRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Joseph Theodore Dehmer IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
John Christopher CorreroRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Scott Marlon ReevesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$20002-13-2013

Showing 1 to 21 of 21 entries

Page 1

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.