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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Dale KelloughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Mirela ElliottRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Michael MoyerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Mark Charles HenryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian L. McGeeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Christopher DixonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Joseph Bryan BoudreauxRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Chase Henderson GoreRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anthony John RomanoRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brandon Scott StoughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Patrick Ryan HargroveRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Lindsey DealRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gregory Leon VedelRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-28-2012
John Thomason Oliver IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-28-2012
Peter Reece KlyceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-28-2012
Mark Steven KingRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-09-2010
Jesse Robinson Taylor IIIRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-05-2010
Pamela J. FranklinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1002-21-2014
Sara Hall ClemmerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Deborah Woelfel CrownoverRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Gregory Lynn MajorsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Kyle Thomas MartinRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Stephen Taylor AgricolaRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Mitchell Elliott LoperRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Kimberly Dawn AlexanderRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1009-28-2012
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Showing 26 to 50 of 95 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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