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
Andrew Roman TymchukWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$5010-14-2010
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
Charles Arnold MinterMorgan StanleyMorgan Keegan & Company, Inc.04-13-2012
Charles Michael JohnsonUBS Financial Services Inc.Morgan Keegan & Company, Inc.$15007-13-2012
Christi Lynn BankoMorgan StanleyMorgan Keegan & Company, Inc.09-28-2010
Christopher Godwin WillettJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.$15007-19-2012
Daniel Francis FlanaganPrincipal Securities, Inc.Morgan Keegan & Company, Inc.12-12-2012
Deborah Del LewisTriad Advisors LLCMorgan Keegan & Company, Inc.$5005-25-2012
Deborah Del LewisMorgan Keegan & Company, Inc.Morgan Keegan & Company, Inc.$15012-21-2009
Edward Kerry SchererWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$10007-20-2009
Enid Miriam AlexanderAmeriprise Financial Services, LLCMorgan Keegan & Company, Inc.09-15-2011
Francis Moffitt Traynor Jr.J.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$10007-30-2009
Franklin Raymond McIntyre IIIRBC Capital Markets, LLCMorgan Keegan & Company, Inc.03-30-2012
Gary Lane GloverSA Stone Wealth Management Inc.Morgan Keegan & Company, Inc.$2511-18-2011
Geoffrey Clive Mark DellerJanney Montgomery Scott LLCMorgan Keegan & Company, Inc.07-19-2012
Homer Lloyd ShulerWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.$10006-10-2011
Jack Powell GreenMorgan StanleyMorgan Keegan & Company, Inc.05-11-2012
James Clinton Bridges IIIPurshe Kaplan Sterling InvestmentsMorgan Keegan & Company, Inc.04-04-2012
James Hobart GoolsbyMorgan StanleyMorgan Keegan & Company, Inc.$5010-28-2011
James Michael Irvin Jr.LPL Financial LLCMorgan Keegan & Company, Inc.$20002-22-2012
Jason Kemble AdamsJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.07-30-2009
Jay Matthew RottnerJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.$5001-13-2012
Lester M BrackleyJ.P. Morgan Securities LLCMorgan Keegan & Company, Inc.10-29-2010
Lisa N. LubarUBS Financial Services Inc.Morgan Keegan & Company, Inc.$110-20-2010
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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.