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
Aaron Scott BelgardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Alexander Taylor Strange IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Andrew Tyler FortRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Angie Wyatt DenmarkRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anthony John RomanoRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Bradford Lawrence FlowersRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2003-17-2017
Brandon Scott StoughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian L. McGeeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian Todd SoutherlandRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Brockway Jackson JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Cary Gilbreth BeckRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Cathy Lynne BeasleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Chad A. GardnerRaymond James & Associates, Inc.BBVA Securities Inc.$2506-22-2016
Charles Arthur WoodRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10006-03-2016
Chase Henderson GoreRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Duane StoryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Damon Michael HendersonRaymond James & Associates, Inc.RBC Capital Markets, LLC$2509-05-2014
Daniel Kincaid Taylor Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
David B.H. Chaffe IVRaymond James & Associates, Inc.ProEquities, Inc.08-08-2013
David Eugene WilliamsRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2014
David Henderson AnthonyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Ray GallaharRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Reid PettyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Deborah Woelfel CrownoverRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Derrick Dale MosleyRaymond James & Associates, Inc.SunTrust Investment Services, Inc.10-16-2015
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Showing 1 to 25 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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