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
Darryl Wayne Thompson Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Joseph Stephen HardwickRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Stephen Dodd ElamRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Morris Wayne McCuistionRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Paul Stephenson BurdRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Richard Joseph VaughnRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
William F. Wolbrecht IVRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Franklin DurhamRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Hilliard Pettey IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Jacob Courtnay Rudolph IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Gates CaldwellRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
George Marcelo GlaserRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Robert Martin Loftus Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Cynthia Elaine HarlessRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Nicholous WellsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
William Garrett GreeneRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Russell JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gary Michael FranklinRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Gregory Dale WilliamsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Edward PhillipsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Lee Martin GentryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
James Kevin FloydRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
William Williams Deupree IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Jeffery Samuel KeeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Lisa Vincent ThorntonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Next Page »

Showing 1 to 25 of 179 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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