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
Paul Thomas FlournoyMorgan StanleyMorgan Keegan & Company, Inc.$10010-01-2012
Donald Michael EcksteinRobert W. Baird & Co. IncorporatedMorgan Keegan & Company, Inc.$50005-29-2012
Ted Hurley CashionB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$10005-11-2012
William Kelly KirkseyStifel, Nicolaus & Company, IncorporatedMorgan Keegan & Company, Inc.$10004-23-2012
Peter Stephen Knoop Jr.UBS Financial Services Inc.Morgan Keegan & Company, Inc.$10004-23-2012
Durelle Leclair LintonUBS Financial Services Inc.Morgan Keegan & Company, Inc.$15004-23-2012
Nicklus H. CaplenorUBS Financial Services Inc.Morgan 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.$10004-09-2012
Claude Nathan Adkins Jr.SunTrust Investment Services, Inc.Morgan Keegan & Company, Inc.$50003-28-2012
Jeffrey Dale NealWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.$10002-02-2012
Mark Lynn DennisAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$10011-28-2011
James Daniel Landers Jr.Morgan StanleyMorgan Keegan & Company, Inc.$10010-14-2011
William Drake PorterMorgan StanleyMorgan Keegan & Company, Inc.$15010-14-2011
Brian Joseph SmithMorgan 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
Murray Bee RoarkB. Riley Wealth ManagementMorgan Keegan & Company, Inc.07-12-2011
Nathan Andrew CripeB. Riley Wealth ManagementMorgan Keegan & Company, Inc.06-10-2011
John Philip SteeleWaddell & ReedMorgan Keegan & Company, Inc.05-16-2011
JAMES ANTHONY PARRISH JRB. Riley Wealth ManagementMorgan Keegan & Company, Inc.$10005-11-2011
Edward Brett LewisMorgan StanleyMorgan Keegan & Company, Inc.03-29-2011
Lindsey Kay DonovanWells Fargo Advisors Financial Network, LLCMorgan Keegan & Company, Inc.$10002-16-2011
John Barry JenkinsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Keegan & Company, Inc.$15001-06-2011
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Showing 1 to 25 of 43 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.


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