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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Enid Miriam AlexanderAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.09-15-2011
Robert Eden AlexanderAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.09-13-2011
William Kelvin Lane Jr.Dempsey Lord Smith, LLCMorgan Keegan & Company, Inc.12-08-2011
Jay Matthew RottnerJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$5001-13-2012
Palmer Craig ScarrittJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.01-13-2012
Lester M BrackleyJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.10-29-2010
Francis Moffitt Traynor Jr.J.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$10007-30-2009
Jason Kemble AdamsJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.07-30-2009
Christopher Godwin WillettJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Patricia Mary FleuryJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.07-19-2012
Steven Welles EdwardsJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$5007-19-2012
Geoffrey Clive Mark DellerJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.07-19-2012
James Michael Irvin Jr.LPL Financial LLCMorgan Keegan & Company, Inc.$20002-22-2012
Thomas Michael PowersLPL Financial LLCMorgan Keegan & Company, Inc.$5009-14-2009
Mary Frances BarichLPL Financial LLCMorgan Keegan & Company, Inc.04-13-2009
Aubrey Randolph AlfordMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$2510-27-2010
Barry Michael Cohen Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$10010-27-2010
Meg Furlow ParkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Keegan & Company, Inc.$10008-20-2010
Deborah Del LewisMorgan Keegan & Company, Inc.Morgan Keegan & Company, Inc.$15012-21-2009
Jack Powell GreenMorgan StanleyMorgan Keegan & Company, Inc.05-11-2012
Charles Arnold MinterMorgan StanleyMorgan Keegan & Company, Inc.04-13-2012
James Hobart GoolsbyMorgan StanleyMorgan Keegan & Company, Inc.$5010-28-2011
Nancy Kaye LevelsmierMorgan StanleyMorgan Keegan & Company, Inc.$5010-28-2011
Steven Archie NapierMorgan StanleyMorgan Keegan & Company, Inc.$20009-28-2010
Christi Lynn BankoMorgan StanleyMorgan Keegan & Company, Inc.09-28-2010
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Showing 1 to 25 of 41 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.