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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Thomas EatonHancock Whitney Investment Services Inc.MML Investors Services, Inc.07-08-2019
Jeffrey Scott HoltzclawHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC$106-13-2019
John Hughes ScottHancock Whitney Investment Services Inc.Park Avenue Securities LLC03-13-2019
Coyt Lamar NicholsonHancock Whitney Investment Services Inc.Cetera Investment Services LLC$102-08-2019
Daniel Mark ToupsHancock Whitney Investment Services Inc.LPL Financial LLC06-26-2018
Joshua Edgardo TorresHancock Whitney Investment Services Inc.Capital One Investing, LLC05-03-2018
Michael John GlazerHancock Whitney Investment Services Inc.AXA Advisors, LLC09-06-2017
Brady J AymondHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2017
Katherine Elizabeth CucciaHancock Whitney Investment Services Inc.Foresters Financial Services, Inc.06-05-2017
Andrew Robert SeaboughHancock Whitney Investment Services Inc.SWBC Investment Services, LLC05-24-2017
Charles Raffus Duplechain IIHancock Whitney Investment Services Inc.Edward Jones05-23-2017
Allen Paul Berard Jr.Hancock Whitney Investment Services Inc.Edward Jones01-03-2017
Jared Vincent LabueHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC$2506-20-2016
Samantha A FrasierHancock Whitney Investment Services Inc.BB&T Investment Services, Inc.04-05-2016
Scott B SloanHancock Whitney Investment Services Inc.Essex National Securities, LLC03-14-2016
Benjamin Joseph BordenHancock Whitney Investment Services Inc.Essex National Securities, LLC10-01-2015
Jeremy Daniel MeighanHancock Whitney Investment Services Inc.Broker Dealer Financial Services Corp.04-27-2015
Andrew Robert SeaboughHancock Whitney Investment Services Inc.State Farm VP Management Corp.08-12-2014
Diana Love CuretonHancock Whitney Investment Services Inc.SunTrust Investment Services, Inc.07-07-2014
Clifton Alan MountHancock Whitney Investment Services Inc.Morgan Stanley04-02-2014
Daniel Lee SearcyHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2014
Adam Perry GreeneHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC02-11-2014
Brent Joseph GarrisonHancock Whitney Investment Services Inc.Park Avenue Securities LLC10-01-2013
Robin Vail PlattHancock Whitney Investment Services Inc.Allstate Financial Services, LLC$15005-06-2013
Sayde Lahood SmithHancock Whitney Investment Services Inc.Cetera Investment Services LLC02-10-2012
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Showing 1 to 25 of 38 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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