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
John L ShockeyJ.P. Turner & Company, L.L.C.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-12-2014
Kenneth Peter DonlavageJ.P. Turner & Company, L.L.C.L.M. Kohn & Company01-08-2014
Gary Lynn AckermanJ.P. Turner & Company, L.L.C.Centaurus Financial, Inc.06-25-2013
Ronald Eugene MooreJ.P. Turner & Company, L.L.C.Fifth Third Securities, Inc.$10005-23-2013
Stephanie Tereasa FaillaJ.P. Turner & Company, L.L.C.B. Riley Wealth Management05-01-2012
Randall Earl McGillJ.P. Turner & Company, L.L.C.Questar Capital Corporation01-11-2012
Leonard John StecJ.P. Turner & Company, L.L.C.Equity Services, Inc.09-02-2011
Eric Richard KnabJ.P. Turner & Company, L.L.C.MML Investors Services, LLC09-01-2011
William Otis Walker IIIJ.P. Turner & Company, L.L.C.The O.N. Equity Sales Company$1006-07-2011
William Lee HutchinsonJ.P. Turner & Company, L.L.C.First Midwest Securities, Inc.05-13-2011
James Terry MabbottJ.P. Turner & Company, L.L.C.QA3 Financial Corp.$5003-03-2011
David Gregory MeachamJ.P. Turner & Company, L.L.C.Workman Securities Corporation03-01-2011
James Joseph Mccarron IIIJ.P. Turner & Company, L.L.C.QA3 Financial Corp.02-24-2011
Reed Norman LengelJ.P. Turner & Company, L.L.C.LPL Financial LLC02-23-2011
Leandro Aguilar AbadiaJ.P. Turner & Company, L.L.C.LPL Financial LLC02-15-2011
Lorraine Annette ConawayJ.P. Turner & Company, L.L.C.QA3 Financial Corp.02-01-2011
Scot Bradley LandborgJ.P. Turner & Company, L.L.C.QA3 Financial Corp.02-01-2011
Chris M. SullivanJ.P. Turner & Company, L.L.C.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2011
Scott L. BrandonJ.P. Turner & Company, L.L.C.Edward Jones01-01-2011
John Leonard MartinJ.P. Turner & Company, L.L.C.Money Concepts Capital Corp$1012-03-2010
Robert Howard ChappellJ.P. Turner & Company, L.L.C.Hornor, Townsend & Kent, LLC10-01-2010
Michele Faye BoyerJ.P. Turner & Company, L.L.C.Workman Securities Corporation10-01-2010
David Lovette JonesJ.P. Turner & Company, L.L.C.JHS Capital Advisors, LLC$10009-03-2010
Jeffrey Joseph ScrimentiJ.P. Turner & Company, L.L.C.Newbridge Securities Corporation06-01-2010
Naiwen ChangJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc04-26-2010
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Showing 1 to 25 of 47 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.