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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Michael GallowayRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-21-2017
Alexander Opoulos IVRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-13-2009
Amanda Jo SimconisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1002-16-2017
Andrew Philip PearceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Anthony Francis PanuccioRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Brian Reid MarkowitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Carolyn Nicholson HashRaymond James & Associates, Inc.UBS Financial Services Inc.$10001-25-2011
Charles Gardner ClausRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Christopher J. BolleRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC07-18-2012
Christopher Lawrence CorleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2012
Cornelius Harrington Bissell Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Craigen Scott SchoenRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Dallah Anderson Forrest Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-23-2009
Daniel Bryan ParkerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Daniel M FullerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
David Alan RodenbergRaymond 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
Edwin Gabriel WaingartRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Emory Gay Hendrix Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Eric Michael HudgensRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc$10007-30-2013
George A. KoutsioukisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
George F. Debnam Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
George Ferguson DebnamRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gregory Steven SieberRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-16-2018
Jeffery Wayne LockmanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5004-21-2017
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Showing 1 to 25 of 44 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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