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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Leo JanusMorgan Keegan & Company, Inc.Morgan Stanley07-12-2012
Joseph Yong YiMorgan Keegan & Company, Inc.Morgan Stanley07-06-2012
Wesley Calvin BrumfieldMorgan Keegan & Company, Inc.RBC Capital Markets, LLC$2507-05-2012
Don Dusan MilichMorgan Keegan & Company, Inc.Barclays Capital Inc.$10003-16-2012
Raymond Crawford SupleeMorgan Keegan & Company, Inc.Wells Fargo Clearing Services, LLC$15001-12-2012
James Odell NicholsMorgan Keegan & Company, Inc.Wells Fargo Clearing Services, LLC06-20-2011
Keith ChannonMorgan Keegan & Company, Inc.Wells Fargo Clearing Services, LLC05-18-2011
William Ross NelsonMorgan Keegan & Company, Inc.YieldQuest Securities, LLC$10002-23-2011
Lisa Rogers BooneMorgan Keegan & Company, Inc.Morgan Stanley$10001-14-2011
Bryan Todd OglesbyMorgan Keegan & Company, Inc.Edward Jones$2511-08-2010
David Neilson Summers IVMorgan Keegan & Company, Inc.YieldQuest Securities, LLC09-01-2010
Joseph Bruce PatireMorgan Keegan & Company, Inc.YieldQuest Securities, LLC09-01-2010
Travis Michael McCloskeyMorgan Keegan & Company, Inc.Morgan Stanley$1008-06-2010
Deborah Del LewisMorgan Keegan & Company, Inc.Morgan Keegan & Company, Inc.$15012-21-2009
Richard Harlan GilmoreMorgan Keegan & Company, Inc.UBS Financial Services Inc.$5012-11-2009
Edward John Macuch Jr.Morgan Keegan & Company, Inc.Scott & Stringfellow, LLC11-20-2009
James Hobart GoolsbyMorgan Keegan & Company, Inc.Scott & Stringfellow, LLC11-20-2009
Robert Emmett SchafferMorgan Keegan & Company, Inc.Morgan Stanley09-15-2009
Richard Vance McGalliardMorgan Keegan & Company, Inc.H&R Block Financial Advisors, Inc.$106-05-2009
Bjorn AndersenMorgan Keegan & Company, Inc.Citigroup Global Markets Inc.$2504-09-2009
Daniel Francis FlanaganMorgan Keegan & Company, Inc.Morgan Stanley & Co. LLC03-20-2009
Robert William CarnesMorgan Keegan & Company, Inc.Citigroup Global Markets Inc.$15003-13-2009
John James McHaleMorgan Keegan & Company, Inc.UBS Financial Services Inc.$10003-06-2009
Ryan Ashley StewartMorgan Keegan & Company, Inc.UBS Financial Services Inc.03-06-2009
Palmer Craig ScarrittMorgan Keegan & Company, Inc.Citigroup Global Markets Inc.02-13-2009
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Showing 1 to 25 of 32 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.