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
James Edwin SummersRaymond James & Associates, Inc.Arvest Wealth Management$15004-17-2019
Troy Allen KestnerRaymond James & Associates, Inc.Arvest Wealth Management$2504-17-2019
Joseph Clayton GillilandRaymond James & Associates, Inc.Citigroup Global Markets Inc.$15002-27-2009
Matthew Scott JeterRaymond James & Associates, Inc.Citigroup Global Markets Inc.02-27-2009
Brian Carl CrossRaymond James & Associates, Inc.Crews & Associates, Inc.04-20-2016
Stephen Patrick RabornRaymond James & Associates, Inc.Crews & Associates, Inc.12-19-2011
Timothy Patick RaffertyRaymond James & Associates, Inc.Delta Trust Investments, Inc.$2502-15-2019
Chris Vincent HarkinsRaymond James & Associates, Inc.Delta Trust Investments, Inc.$10011-06-2015
Allyn Lindley DonaubauerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-05-2014
Shelby Scott FeurtadoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2014
Martin Bernard SilverfieldRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
William Madison McMillanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
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
Stuart Alan ReidRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles William Kinslow IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Stanley Scott Langley Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Jon Carney EmersonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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
Skylar Scott JordanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
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
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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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