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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Austin Allen Routon Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anne E. RoutonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Thomas Edward FryeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Leonard Franklyn SchaeferRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Walter John ZelopRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Heidi Suzanne GoughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Joseph CelestinoRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John William McKenzie Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Donnia O. WaltonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Kelly Rene FloresRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
John Joseph Asta Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
David Wyatt TurnerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Timothy James BowreyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Ashley M. JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.01-02-2013
Mark S. UtkovRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-08-2012
Janakkumar Ramanbhai PatelRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.04-02-2012
Perry Allen BrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Joe Harmon Byrd Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Aimee Kathleen ZedlitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Robert William Driskell Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Lewis Harold RogersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Leslie Denise BarnettRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Robert Banks DonnellyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Joseph Jordan French IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Rita Wright OujeskyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Next Page »

Showing 1 to 25 of 39 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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