Advisers on the Move TEST

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
Frank F Bellar Jr.Stifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.01-10-2020
Frank Ferrell Bellar IIIStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.01-10-2020
Allan Prentiss Bowden Sr.Stifel, Nicolaus & Company, IncorporatedJ.J.B. Hilliard, W.L. Lyons, LLC$15002-28-2019
John Welsh MayerStifel, Nicolaus & Company, IncorporatedJ.J.B. Hilliard, W.L. Lyons, LLC$15012-04-2018
Robert Andrew MayerStifel, Nicolaus & Company, IncorporatedJ.J.B. Hilliard, W.L. Lyons, LLC$15012-04-2018
John Barry JenkinsStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC09-12-2018
Charles Sidney CrockerStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Phillip Robert Rogers Jr.Stifel, Nicolaus & Company, IncorporatedB. Riley Wealth Management$2510-30-2017
David Scott HatcherStifel, Nicolaus & Company, IncorporatedCompass Advisory Partners LLC$2508-31-2017
Sherry Lynn AcuffStifel, Nicolaus & Company, IncorporatedCommonwealth Financial Network$15011-28-2016
Marc Joseph CabrajaStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-03-2016
Julie Kristine YotherStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.03-03-2016
Mike Edward YotherStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.$5003-03-2016
Steven Newton McCordStifel, Nicolaus & Company, IncorporatedRobert W. Baird & Co. Incorporated$5005-04-2015
Ronnie Kermit TackerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$15010-29-2013
Bradley Franklin PendletonStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2013
Kenneth Grayson CrappsStifel, Nicolaus & Company, IncorporatedSunTrust Investment Services, Inc.$2511-06-2012
Judith Cooper CamakStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC06-07-2012
William Kelly KirkseyStifel, Nicolaus & Company, IncorporatedMorgan Keegan & Company, Inc.$10004-23-2012
James Austin Walne Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Keegan & Company, Inc.$5004-20-2010

Showing 1 to 20 of 20 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.