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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John David Monroe Jr.Raymond James Financial Services, Inc.Morgan Keegan & Company, Inc.$5001-12-2012
Julia Marie MonroeRaymond James Financial Services, Inc.Morgan Keegan & Company, Inc.01-12-2012
Craigen Scott SchoenRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Francis PanuccioRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
John Beach FosterRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Michael Lawrence AnthonyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Spencer Jay LynchRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Daniel Bryan ParkerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Scott Anthony Cracraft Sr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Joseph Jenkins GilchristRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Samuel Jackson Galloway Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Lawson Hugh Ballard Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Alan RodenbergRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Brian Reid MarkowitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Stephen Darryl CarrollRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Edwin Gabriel WaingartRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Gardner ClausRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Christian Luke Sr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Andrew Philip PearceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Daniel M FullerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Mark Walker PayneRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
George Ferguson DebnamRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Wilkes Thomas Martin IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Patrick James FitzsimmonsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
George A. KoutsioukisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
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Showing 1 to 25 of 29 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.

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