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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Devin Leann LadnerWells Fargo Clearing Services, LLCHancock Whitney Investment Services Inc.04-02-2018
Christopher Chad SoileauCetera Investment Advisers LLCHancock Whitney Investment Services Inc.02-16-2018
Christopher Paul SmithSmith Securities LLCHancock Whitney Investment Services Inc.08-23-2017
Lisa Kaye TrahanEdward JonesHancock Whitney Investment Services Inc.$5011-18-2016
Andrew Robert SeaboughSWBC Investment Services, LLCHancock Whitney Investment Services Inc.09-26-2016
Sayde Lahood SmithEdward JonesHancock Whitney Investment Services Inc.$2507-29-2016
Adam Perry GreeneCapital One Advisors, LLCHancock Whitney Investment Services Inc.06-09-2016
Cody Lee BordelonRaymond James Financial Services, Inc.Hancock Whitney Investment Services Inc.03-08-2016
Brady Edward WattsAllstate Financial Services, LLCHancock Whitney Investment Services Inc.11-12-2015
Clifton Alan MountMerrill Lynch, Pierce, Fenner & Smith IncorporatedHancock Whitney Investment Services Inc.$1008-24-2015
Joseph Philip Fasullo IIIDorsey & Company, Inc.Hancock Whitney Investment Services Inc.$104-28-2015
Thomas Jude Semmes HughsHornor, Townsend & Kent, LLCHancock Whitney Investment Services Inc.04-14-2015
Forrest Stephen DuncanWells Fargo Clearing Services, LLCHancock Whitney Investment Services Inc.07-31-2013
Bradley Troy BondurantICOM Advisors, LLCHancock Whitney Investment Services Inc.07-01-2013
Brad Keith MathewsJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.$15005-01-2013
Willis Lee HetlerCetera Investment Services LLCHancock Whitney Investment Services Inc.04-10-2013
Lindsey Dianne GreerEssex National Securities, LLCHancock Whitney Investment Services Inc.03-01-2013
Sharon Ann McleanLPL Financial LLCHancock Whitney Investment Services Inc.01-03-2013
Steven Paul SaloomEssex National Securities, LLCHancock Whitney Investment Services Inc.01-03-2013
Eric Christopher DubrocLPL Financial LLCHancock Whitney Investment Services Inc.12-17-2012
Keri Vogel DanielLPL Financial LLCHancock Whitney Investment Services Inc.$14212-13-2012
Clay Devin FurlowLPL Financial LLCHancock Whitney Investment Services Inc.10-02-2012
Ronald Pierre Barreca CfpLPL Financial LLCHancock Whitney Investment Services Inc.$10007-03-2012
Hamilton Loftin MartinMorgan StanleyHancock Whitney Investment Services Inc.$9606-11-2012
Graham Garrett HemeltLPL Financial LLCHancock Whitney Investment Services Inc.04-18-2012
Next Page »

Showing 1 to 25 of 28 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.

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