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
Gregg Mark DubrocHancock Whitney Investment Services Inc.Allstate Financial Services, LLC02-06-2020
Jeffrey Patrick HeardHancock Whitney Investment Services Inc.Cetera Investment Services LLC01-21-2020
Stephens McVeaHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC08-29-2019
Gavin J. PorterHancock Whitney Investment Services Inc.UBS Financial Services Inc.08-20-2019
Jeffrey Anthony Roy Sr.Hancock Whitney Investment Services Inc.Raymond James & Associates, Inc.08-05-2019
Anthony Thomas EatonHancock Whitney Investment Services Inc.MML Investors Services, LLC07-08-2019
Jeffrey Scott HoltzclawHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC06-13-2019
Garrett Keith NortonHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
Bryan S. HayesHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC03-26-2019
John Hughes ScottHancock Whitney Investment Services Inc.Park Avenue Securities LLC03-13-2019
Coyt Lamar NicholsonHancock Whitney Investment Services Inc.Cetera Investment Services LLC02-08-2019
Daniel Mark ToupsHancock Whitney Investment Services Inc.LPL Financial LLC06-26-2018
Margaret Adele ColemanHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC06-06-2018
Joshua Edgardo TorresHancock Whitney Investment Services Inc.Capital One Investing, LLC05-03-2018
Andrew Stuart NewmanHancock Whitney Investment Services Inc.Capital One Investing, LLC05-02-2018
Preston Charles ChristianHancock Whitney Investment Services Inc.Capital One Investing, LLC03-15-2018
Michael Merritt TalbotHancock Whitney Investment Services Inc.LPL Financial LLC$10011-02-2017
Michael John GlazerHancock Whitney Investment Services Inc.AXA Advisors, LLC09-06-2017
Brady AymondHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2017
Eric Gerald HebertHancock Whitney Investment Services Inc.SWBC Investment Services, LLC08-09-2017
Katherine Elizabeth CucciaHancock Whitney Investment Services Inc.Foresters Financial Services, Inc.06-05-2017
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 LLC06-20-2016
Samantha A. FrasierHancock Whitney Investment Services Inc.BB&T Investment Services, Inc.04-05-2016
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Showing 1 to 25 of 47 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.