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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Don Edward Childress IIStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.$5012-04-2015
Jordan Roland LarimoreStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.$2512-04-2015
Jeffrey Lance CollinsStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.$2512-04-2015
Noble Waggoner NashStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Michele Huff PowellStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Michael Don Whorton Jr.Stifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Neil Campbell StoneStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Chris Myron BoleyStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
David Charles De Sola MorrisStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Matthew Joseph PickettStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$20001-21-2016
Michele Marie CrittendenStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$5001-21-2016
Donald Hite KinseyStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC01-21-2016
Travis Penhollow MossStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC01-21-2016
Joseph Rene VasquezStifel, Nicolaus & Company, IncorporatedEdward Jones$15004-27-2018
Christopher D. SmithStifel, Nicolaus & Company, IncorporatedFidelity Brokerage Services LLC08-16-2016
Rolfe Robert YoungStifel, Nicolaus & Company, IncorporatedHilltop Securities Inc.08-31-2015
John Ramsay Taylor Jr.Stifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-22-2019
Phillip John MeyerStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-22-2019
Robert Hugh WinterStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2019
Kevin Karrh, Zachary HopeStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$59006-06-2019
Kevin T KarrhStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$2506-06-2019
Zachary Steven HopeStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
Zachary Ross WilliamsStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$25005-30-2019
George Ashley Reese Jr.Stifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-30-2019
Bart Reese, Zachary Williams, George Reese, Theresa Black, Kendall ElkinsStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$57105-30-2019
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Showing 1 to 25 of 52 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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