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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Douglas ClarkeWilbanks Securities, Inc.Royal Alliance Associates, Inc.08-06-2016
Robert Charles WaddellWilbanks Securities, Inc.Royal Alliance Associates, Inc.$1007-20-2016
Gregory Brook AshtonWilbanks Securities, Inc.Royal Alliance Associates, Inc.06-27-2016
Maria De Los Angeles VallejoWilbanks Securities, Inc.Regal Securities, Inc.06-22-2016
John Samuel KarrantWilbanks Securities, Inc.Raymond James & Associates, Inc.03-10-2016
Harris Shor LevyWilbanks Securities, Inc.Cadaret, Grant & Co., Inc.$1002-03-2016
Becky Sue LynchWilbanks Securities, Inc.Raymond James Financial Services Advisors, Inc$5007-01-2015
Larry Michael CrabtreeWilbanks Securities, Inc.WFG Investments, Inc.03-11-2014
Lisa Yvette TurnerWilbanks Securities, Inc.Cetera Investment Services LLC05-02-2013
Jeremy Dillon BaldwinWilbanks Securities, Inc.Signator Investors, Inc.01-22-2013
Jerome Albert AlexanderWilbanks Securities, Inc.Ameriprise Financial Services, LLC04-01-2011
Roger Dale DunhamWilbanks Securities, Inc.Great Nation Investment Corporation$1010-25-2010
David Matthew CollinsWilbanks Securities, Inc.Raymond James Financial Services, Inc.$1006-22-2010
Michael Brett InderliedWilbanks Securities, Inc.SagePoint Financial, Inc.06-02-2009

Showing 1 to 14 of 14 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.