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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amanda Cook WebbAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.04-16-2012
Kenneth Todd BevinsAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$1004-09-2012
Mark Lynn DennisAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.$10011-28-2011
Ted Hurley CashionB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$1005-11-2012
Murray Bee RoarkB. Riley Wealth ManagementMorgan Keegan & Company, Inc.07-12-2011
Nathan Andrew CripeB. Riley Wealth ManagementMorgan Keegan & Company, Inc.06-10-2011
James Anthony Parrish Jr.B. Riley Wealth ManagementMorgan Keegan & Company, Inc.05-11-2011
Scott Edward AndersonB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$2511-11-2010
Michael Joseph ShortB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$2509-03-2010
Warren Amroy Scott Jr.B. Riley Wealth ManagementMorgan Keegan & Company, Inc.05-14-2010
Francis Patrick CunninghamB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$10006-26-2009
Stephen Rex JohnsonBrown Associates, Inc.Morgan Keegan & Company, Inc.02-11-2010
Robert Lee Browne Jr.Duncan-Williams, Inc.Morgan Keegan & Company, Inc.$1006-15-2009
Broc Phillip KreitzFidelity Brokerage Services LLCMorgan Keegan & Company, Inc.$5010-20-2011
Brenda Kay BlancoFifth Third Securities, Inc.Morgan Keegan & Company, Inc.08-25-2011
Caralyn Vansice BalthropFirst Horizon Advisors, Inc.Morgan Keegan & Company, Inc.12-15-2009
James Darren RobersonINVEST Financial CorporationMorgan Keegan & Company, Inc.09-07-2011
Jessica Y. JungLPL Financial LLCMorgan Keegan & Company, Inc.10-22-2010
Debra Sue HowardLPL Financial LLCMorgan Keegan & Company, Inc.$5004-23-2010
Robert Leonard PragnellLPL Financial LLCMorgan Keegan & Company, Inc.$2501-05-2010
Andrew William VinsonMML Investors Services, LLCMorgan Keegan & Company, Inc.12-06-2010
Paul Thomas FlournoyMorgan StanleyMorgan Keegan & Company, Inc.10-01-2012
William Drake PorterMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
Brian Joseph SmithMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
James Daniel Landers Jr.Morgan StanleyMorgan Keegan & Company, Inc.$10010-14-2011
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.