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
John Franklin Hill Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Joseph Patrick WoffordRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Gregory James KoontzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Gary Chris TateRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
James Carter Boone IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
John Carl SudduthRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Leslie Denise BarnettRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Robert Banks DonnellyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Joseph Jordan French IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Rita Wright OujeskyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Angela Michele ConleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Jennifer Finkle MartinezRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Mark Lee NixonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Scott DavitteRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Coleman Lee WardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Robert William Driskell Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Lewis Harold RogersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Perry Allen BrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Joe Harmon Byrd Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Aimee Kathleen ZedlitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Austin Allen Routon Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anne E. RoutonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Thomas Edward FryeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Leonard Franklyn SchaeferRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Walter John ZelopRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
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Showing 1 to 25 of 55 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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