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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Julian P. BourgeoisLPL Financial LLCHancock Whitney Investment Services Inc.12-11-2019
Cortney Michael WagnerJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.09-03-2019
Andrew Robert SeaboughAmeriprise Financial Services, LLCHancock Whitney Investment Services Inc.02-15-2019
Scott B. SloanLPL Financial LLCHancock Whitney Investment Services Inc.09-10-2018
Devin Leann LadnerWells Fargo Clearing Services, LLCHancock Whitney Investment Services Inc.04-02-2018
Christopher Chad SoileauCetera Investment Services LLCHancock Whitney Investment Services Inc.02-16-2018
Mitchell Robert BordelonCrescent Sterling Ltd.Hancock Whitney Investment Services Inc.02-22-2017
Andrew Robert SeaboughSWBC Investment Services, LLCHancock Whitney Investment Services Inc.09-26-2016
Adam Perry GreeneCapital One Investing, LLCHancock Whitney Investment Services Inc.06-09-2016
William Delavergne St PaulCapital One Investing, LLCHancock Whitney Investment Services Inc.05-11-2016
Brady WattsAllstate Financial Services, LLCHancock Whitney Investment Services Inc.11-12-2015
Joseph Philip Fasullo IIIDorsey & Company, Inc.Hancock Whitney Investment Services Inc.04-28-2015
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
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
Steven Paul SaloomEssex National Securities, LLCHancock Whitney Investment Services Inc.01-03-2013
Sharon A. McLeanLPL Financial LLCHancock Whitney Investment Services Inc.01-03-2013
Clay Devin FurlowLPL Financial LLCHancock Whitney Investment Services Inc.10-02-2012
Ronald Pierre BarrecaLPL Financial LLCHancock Whitney Investment Services Inc.07-03-2012
Graham Garrett HemeltLPL Financial LLCHancock Whitney Investment Services Inc.04-18-2012
Michael Larry DavisLPL Financial LLCHancock Whitney Investment Services Inc.12-15-2011
John Albert Stuart Jr.Uvest Financial Services Group, Inc.Hancock Whitney Investment Services Inc.08-10-2009
Lisa Kaye TrahanEdward JonesHancock Whitney Investment Services Inc.$1011-18-2016
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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.