Advisers on the Move TEST

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
Jeffrey Lee FrancisRaymond James Financial Services, Inc.FTB Advisors, Inc.01-21-2009
Richard Johnson Muller Jr.SunTrust Investment Services, Inc.FTB Advisors, Inc.05-18-2010
Hulon Otis Warlick IVCommonwealth Financial NetworkFTB Advisors, Inc.11-03-2010
Bryan A. SiskLPL Financial LLCFTB Advisors, Inc.11-12-2010
Todd Douglas MooneyhamSunTrust Investment Services, Inc.FTB Advisors, Inc.11-22-2010
Jeffrey Boyd ReedAmeriprise Financial Services, LLCFTB Advisors, Inc.12-08-2010
Michael Carlton SmithCharles Schwab & Co., Inc.FTB Advisors, Inc.05-31-2011
Maureen Anne MaciverCary Street PartnersFTB Advisors, Inc.06-15-2011
Adam Paul BurnettSunTrust Investment Services, Inc.FTB Advisors, Inc.$5007-07-2011
Melinda Gail RogersMerrill Lynch, Pierce, Fenner & Smith IncorporatedFTB Advisors, Inc.12-31-2012
Brenda Lynn GeselbrachtSunTrust Investment Services, Inc.FTB Advisors, Inc.03-07-2013
Heather P. McKinneyRaymond James Financial Services, Inc.FTB Advisors, Inc.08-15-2013

Showing 1 to 12 of 12 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.