Advisers on the Move TEST

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


Top States

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ashton Alexander LoveDavenport & Company LLCMorgan Stanley09-30-2019
William Izard ValentineDavenport & Company LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2019
Jon T. McElhaneyDavenport & Company LLCWells Fargo Clearing Services, LLC03-25-2019
Michael Clarke DentonDavenport & Company LLCRBC Capital Markets, LLC06-22-2018
William John HoranDavenport & Company LLCWells Fargo Clearing Services, LLC10-25-2017
Thomas Ray Gee Jr.Davenport & Company LLCWells Fargo Clearing Services, LLC10-25-2017
David Adam PowersDavenport & Company LLCCommonwealth Financial Network08-15-2017
Joseph C ThompsonDavenport & Company LLCVerus Financial Partners08-03-2017
Audrey Lunsford McCrayDavenport & Company LLCWells Fargo Clearing Services, LLC06-01-2017
Robert Thomas Edwards Jr.Davenport & Company LLCUBS Financial Services Inc.01-05-2017
Jason Michael AlfordDavenport & Company LLCMorgan Stanley11-04-2016
Edwin James PinigisDavenport & Company LLCMorgan Stanley10-06-2016
William Judsdon HendricksonDavenport & Company LLCLPL Financial LLC09-28-2016
James F. DiersenDavenport & Company LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-22-2016
Reynolds Gilmer Lynch IIIDavenport & Company LLCBB&T Securities, LLC11-11-2015
Linda Turner CunninghamDavenport & Company LLCAmeriprise Financial Services, LLC11-05-2015
Patrick BlackDavenport & Company LLCAXA Advisors, LLC10-27-2015
Patrick T. SlackDavenport & Company LLCALPS Distributors, Inc.12-23-2014
Kristin M. LeuschenDavenport & Company LLCCommonwealth Financial Network12-10-2014
Christopher Thomas KelleyDavenport & Company LLCFalcon Square Capital, LLC09-04-2014
Marion Cosby KastenbaumDavenport & Company LLCMorgan Stanley08-06-2014
Julian S. Hillery IIIDavenport & Company LLCSalient Capital L.P.02-05-2014
Jeffrey Floyd OmohundroDavenport & Company LLCWells Fargo Securities, LLC04-25-2012
David Allen LoveDavenport & Company LLCScott & Stringfellow, LLC11-01-2011
Robert Andrews WorrellDavenport & Company LLCCountry Club Financial Services, Inc.08-29-2011
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Showing 1 to 25 of 52 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.