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
Scot William RandAmeriprise Financial Services, Inc.Edward Jones03-06-2009
Kyle Steven LuthyAmeriprise Financial Services, Inc.UBS Financial Services Inc.$2507-01-2009
Keith Alan JustisAmeriprise Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC10-30-2009
Jesse Kelin GilesAmeriprise Financial Services, Inc.Edward Jones11-05-2010
Jeffrey Boyd ReedAmeriprise Financial Services, Inc.FTB Advisors, Inc.$112-08-2010
Corey Dee AndersonAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.08-26-2011
Mark Lynn DennisAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.11-28-2011
Robert Daniel WoodendAmeriprise Financial Services, Inc.Carty & Company, Inc.01-09-2012
Kenneth Todd BevinsAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$2504-09-2012
Amanda Cook WebbAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.04-16-2012
Landon Clyde BrakeAmeriprise Financial Services, Inc.J.P. Turner & Company, L.L.C.07-13-2012
Lee Bishop HudsonAmeriprise Financial Services, Inc.J.P. Turner & Company, L.L.C.07-13-2012
Chad A GreenAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.10-16-2012
Mark Edward StooksburyAmeriprise Financial Services, Inc.Morgan Stanley$1011-16-2012
Paul Todd GaitherAmeriprise Financial Services, Inc.MML Investors Services, LLC04-12-2013
Bradley Lee LangfordAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
David Bassel Ferraro Jr.Ameriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Frederick Michael DarnellAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Heath Patrick LarkinAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Raul Emilio MirandaAmeriprise Financial Services, Inc.MetLife Securities Inc.$108-16-2013
Theodore Andrew MacriAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Timothy Fleming JeffersonAmeriprise Financial Services, Inc.MetLife Securities Inc.$2508-16-2013
Robert Monroe Harrison Sr.Ameriprise Financial Services, Inc.LPL Financial LLC09-17-2013
Steven Gene SacoraAmeriprise Financial Services, Inc.LPL Financial LLC10-30-2013
Jacyne Juanita WoodcoxAmeriprise Financial Services, Inc.Sterne, Agee & Leach, Inc.$10001-15-2014
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Showing 1 to 25 of 40 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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