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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Robert SeaboughAmeriprise Financial Services, Inc.Hancock Whitney Investment Services Inc.02-15-2019
Devin Leann LadnerWells Fargo Clearing Services, LLCHancock Whitney Investment Services Inc.04-02-2018
Christopher Paul SmithSmith Securities LLCHancock Whitney Investment Services Inc.08-23-2017
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
Willis Lee HetlerCetera Investment Services LLCHancock Whitney Investment Services Inc.04-10-2013
Keri Vogel DanielLPL Financial LLCHancock Whitney Investment Services Inc.12-13-2012
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
Lisa Kaye TrahanEdward JonesHancock Whitney Investment Services Inc.$1011-18-2016
Clifton Alan MountMerrill Lynch, Pierce, Fenner & Smith IncorporatedHancock Whitney Investment Services Inc.$1008-24-2015
Sayde Lahood SmithEdward JonesHancock Whitney Investment Services Inc.$2507-29-2016
Brad Keith MathewsJ.P. Morgan Securities LLCHancock Whitney Investment Services Inc.$2505-01-2013
Hamilton Loftin MartinMorgan StanleyHancock Whitney Investment Services Inc.$5006-11-2012

Showing 1 to 15 of 15 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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