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
Brian Carl CrossRaymond James & Associates, Inc.Crews & Associates, Inc.04-20-2016
Shelby Scott FeurtadoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2014
David Emanuel MervisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Scott Edward TaborRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gregory King TrulockRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Mark Daniel MorrisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gary Steven AdayRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-09-2012
Carl Thomas CrossRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-09-2012
Stephen Patrick RabornRaymond James & Associates, Inc.Crews & Associates, Inc.12-19-2011
Tonya Louise McKaughanRaymond James & Associates, Inc.Purshe Kaplan Sterling Investments05-13-2011
John Elmer BarnesRaymond James & Associates, Inc.Morgan Stanley07-17-2009
Tammy Renee EastRaymond James & Associates, Inc.Morgan Stanley07-17-2009
Matthew Scott JeterRaymond James & Associates, Inc.Citigroup Global Markets Inc.02-27-2009
Sonia Prentice GrahamRaymond James & Associates, Inc.Morgan Stanley & Co. LLC01-30-2009
Lori Michelle BrownRaymond James & Associates, Inc.Morgan Stanley & Co. LLC01-30-2009
Skylar Scott JordanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Troy Allen KestnerRaymond James & Associates, Inc.Arvest Wealth Management$2504-17-2019
Timothy Patick RaffertyRaymond James & Associates, Inc.Delta Trust Investments, Inc.$2502-15-2019
Shirley Ellen WashamRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Benjamin Andrew BaileyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Stanley Mark ParkerRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc$2506-18-2010
Benjamin D LincolnRaymond James & Associates, Inc.Morgan Stanley$5010-12-2018
James Hydrick GarnerRaymond James & Associates, Inc.UBS Financial Services Inc.$5004-27-2015
Randy SybertRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Joel Steven DixonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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Showing 1 to 25 of 36 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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