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
Robert Anthony ShyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$20002-13-2013
Larry Jan SmithRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Deborah Suzanne CliffordbrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
John Burke StrangeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Stephen K. WallaceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Robert Delmas Gooch IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Mark Stephen HesterRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Daniel Floyd PughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Colin Hunter KirkbyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
John Grover WilsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Terry Allen BroughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
William Ward MayerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Thomas Sutherland Pfeifer Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
James Forrest BurnettRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
William Charles WarnerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Lynn Trusty ShawRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Steven Michael RitchieRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Scott Headrick BroadyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
William Byron LawsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Carol Cato KeathleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
William Marc MathisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Sassene Sumner DyerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David L Rains Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Paul Michael BrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Stanley Roland JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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Showing 1 to 25 of 179 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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