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
Aaron Clay HickmanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-28-2012
Andre De Araujo JorgeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-01-2012
Andrew Stephenson BurdRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anneliese Hill WattsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Benjamin Critz FisherRaymond James & Associates, Inc.LPL Financial LLC$5001-03-2012
Benjamin Rush Bricken IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-25-2012
Bradford Brindley LottRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-27-2018
Bradley S. LayRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brentley Howard BerryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian Barron WilliamsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$20002-27-2009
Brian G. CarterRaymond James & Associates, Inc.Carty & Company, Inc.08-14-2015
Candis A. BrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Carol Cato KeathleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Casey Alexander RaineyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Charles Dale WatsonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-10-2019
Charles Landon MyersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Thomas EllingsworthRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-23-2012
Christopher Allan GreggsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Brook WittRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Gates CaldwellRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Michael PastinaRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10010-01-2012
Christopher R. BoydRaymond James & Associates, Inc.Voya Financial Partners, LLC05-14-2014
Christy Ann CornellRaymond James & Associates, Inc.LPL Financial LLC$2501-30-2014
Claude Michael ParrottRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC12-12-2018
Colin Hunter KirkbyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
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Showing 1 to 25 of 198 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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