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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Perry GreeneHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC02-11-2014
Allen Paul Berard Jr.Hancock Whitney Investment Services Inc.Edward Jones01-03-2017
Andrew Robert SeaboughHancock Whitney Investment Services Inc.State Farm VP Management Corp.08-12-2014
Andrew Stuart NewmanHancock Whitney Investment Services Inc.Capital One Investing, LLC05-02-2018
Anthony Thomas EatonHancock Whitney Investment Services Inc.MML Investors Services, LLC07-08-2019
Austin Dulaney SchutzHancock Whitney Investment Services Inc.AXA Distributors, LLC$25004-06-2009
Benjamin Joseph BordenHancock Whitney Investment Services Inc.Essex National Securities, LLC10-01-2015
Benton Thomas AyoHancock Whitney Investment Services Inc.LPL Financial LLC$50012-27-2011
Brady AymondHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2017
Brent Joseph GarrisonHancock Whitney Investment Services Inc.Park Avenue Securities LLC10-01-2013
Brian David BerryHancock Whitney Investment Services Inc.Cetera Investment Services LLC02-07-2012
Bryan S. HayesHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC03-26-2019
Charles Raffus Duplechain IIHancock Whitney Investment Services Inc.Edward Jones05-23-2017
Christine Lovecchio SeilerHancock Whitney Investment Services Inc.Cetera Investment Services LLC02-07-2012
Clifton Alan MountHancock Whitney Investment Services Inc.Morgan Stanley$10004-02-2014
Coyt Lamar NicholsonHancock Whitney Investment Services Inc.Cetera Investment Services LLC$10002-08-2019
Daniel Lee SearcyHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2014
Diana Love CuretonHancock Whitney Investment Services Inc.SunTrust Investment Services, Inc.07-07-2014
Donald Richard Abaunza Jr.Hancock Whitney Investment Services Inc.Cetera Investment Services LLC$10002-07-2012
Elaine Dannemann KobeckHancock Whitney Investment Services Inc.Cetera Investment Services LLC$10002-07-2012
Eric Gerald HebertHancock Whitney Investment Services Inc.SWBC Investment Services, LLC08-09-2017
Garrett Keith NortonHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
Gavin PorterHancock Whitney Investment Services Inc.UBS Financial Services Inc.08-20-2019
Glenda Richardson LossettHancock Whitney Investment Services Inc.SagePoint Financial, Inc.05-22-2015
Jacob Timothy IVHancock Whitney Investment Services Inc.Capital One Investment Services LLC03-07-2011
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Showing 1 to 25 of 50 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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