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
Robert Fuller ReeseInfinex Investments, Inc.FTB Advisors, Inc.08-12-2019
Timothy James WrightInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Joshua Douglas TallentInfinex Investments, Inc.LPL Financial LLC02-13-2019
Texie B. NeedhamInfinex Investments, Inc.LPL Financial LLC02-13-2019
Melissa Godwin ScottInfinex Investments, Inc.First Citizens Investor Services, Inc.02-04-2019
Jeffrey Michael WhiteInfinex Investments, Inc.First Citizens Investor Services, Inc.05-31-2017
Robert Edward GallertInfinex Investments, Inc.Patrick Capital Markets, LLC06-27-2014
Brian Michael ManersInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2014
Justin Brooks BuntingInfinex Investments, Inc.BB&T Investment Services, Inc.$10003-04-2014
Robert Andrew Hardin Sr.Infinex Investments, Inc.LPL Financial LLC02-19-2013
John Patrick DennisInfinex Investments, Inc.SunTrust Investment Services, Inc.$5001-02-2013
William Herman Hopkins Jr.Infinex Investments, Inc.Uvest Financial Services Group, Inc.$10009-06-2011
Corey Davis QuattlebaumInfinex Investments, Inc.Uvest Financial Services Group, Inc.$2509-06-2011
Frank Cleveland Jones Jr.Infinex Investments, Inc.Uvest Financial Services Group, Inc.$1009-06-2011
Rickey Dale HughesInfinex Investments, Inc.Uvest Financial Services Group, Inc.$1009-06-2011
Angela Harrell FutrellInfinex Investments, Inc.Uvest Financial Services Group, Inc.09-06-2011

Showing 1 to 16 of 16 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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