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
Paul Thomas FlournoyMorgan StanleyMorgan Keegan & Company, Inc.$15010-01-2012
Donald Michael EcksteinRobert W. Baird & Co. IncorporatedMorgan Keegan & Company, Inc.05-29-2012
Durelle Leclair LintonUBS Financial Services Inc.Morgan Keegan & Company, Inc.04-23-2012
Nicklus H. CaplenorUBS Financial Services Inc.Morgan Keegan & Company, Inc.04-23-2012
Peter Stephen Knoop Jr.UBS Financial Services Inc.Morgan Keegan & Company, Inc.$10004-23-2012
William Kelly KirkseyStifel, Nicolaus & Company, IncorporatedMorgan Keegan & Company, Inc.04-23-2012
Amanda Cook WebbAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.04-16-2012
Kenneth Todd BevinsAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$2504-09-2012
Claude Nathan Adkins Jr.SunTrust Investment Services, Inc.Morgan Keegan & Company, Inc.03-28-2012
Jeffrey Dale NealWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.02-02-2012
Mark Lynn DennisAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.11-28-2011
James Daniel Landers Jr.Morgan StanleyMorgan Keegan & Company, Inc.10-14-2011
Vyvonne L. PhoutharansyMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
James Darren RobersonINVEST Financial CorporationMorgan Keegan & Company, Inc.09-07-2011
Brenda Kay BlancoFifth Third Securities, Inc.Morgan Keegan & Company, Inc.08-25-2011
Nathan Andrew CripeB. Riley Wealth ManagementMorgan Keegan & Company, Inc.06-10-2011
John Philip SteeleWaddell & ReedMorgan Keegan & Company, Inc.05-16-2011
Edward Brett LewisMorgan StanleyMorgan Keegan & Company, Inc.03-29-2011
Lindsey K RheaWells Fargo Advisors Financial Network, LLCMorgan Keegan & Company, Inc.$10002-16-2011
John Barry JenkinsWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.01-06-2011
Andrew William VinsonMML Investors Services, LLCMorgan Keegan & Company, Inc.$112-06-2010
Scott Edward AndersonB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$5011-11-2010
Jessica Y JungLPL Financial LLCMorgan Keegan & Company, Inc.$110-22-2010
Michael Joseph ShortB. Riley Wealth ManagementMorgan Keegan & Company, Inc.09-03-2010
Dean Allen GrosskreutzAllstate Financial Services, LLCMorgan Keegan & Company, Inc.06-21-2010
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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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