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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Godwin WillettJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Patricia Mary FleuryJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Steven Welles EdwardsJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$10007-19-2012
Charles Michael JohnsonUBS Financial Services Inc.Morgan Keegan & Company, Inc.$15007-13-2012
Walter Calloway Boleman JrTriad Advisors LLCMorgan Keegan & Company, Inc.05-25-2012
Deborah Del LewisTriad Advisors LLCMorgan Keegan & Company, Inc.05-25-2012
Jack Powell GreenMorgan StanleyMorgan Keegan & Company, Inc.05-11-2012
Charles Arnold MinterMorgan StanleyMorgan Keegan & Company, Inc.04-13-2012
Franklin Raymond Mcintyre IiiRBC Capital Markets, LLCMorgan Keegan & Company, Inc.03-30-2012
James Michael Irvin JrLPL Financial LLCMorgan Keegan & Company, Inc.$20002-22-2012
Jay M RottnerJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$15001-13-2012
Palmer Craig ScarrittJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$15001-13-2012
Michael King Degolian SrRBC Capital Markets, LLCMorgan Keegan & Company, Inc.12-16-2011
Homer Lloyd ShulerWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$10006-10-2011
Andrew Roman TymchukWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.10-14-2010
Meg ParkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$15008-20-2010
Thomas Michael PowersLPL Financial LLCMorgan Keegan & Company, Inc.$2509-14-2009
Francis Moffitt Traynor JrJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$15007-30-2009
Jason K AdamsJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.07-30-2009
Edward Kerry SchererWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$1,00007-20-2009
Mary Rohe PurgasonLPL Financial LLCMorgan Keegan & Company, Inc.$2504-13-2009

Showing 1 to 21 of 21 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.