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
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Fatima A El-HageSunTrust Investment Services, Inc.PNC Investments06-26-2013
Franklin Alfonso Romero HillSunTrust Investment Services, Inc.PNC Investments$25007-17-2014
Glen Adair TylerSunTrust Investment Services, Inc.PNC Investments$25004-05-2010
Grant Robert ZaunerSunTrust Investment Services, Inc.PNC Investments08-02-2016
John Sheldon Bell Sr.SunTrust Investment Services, Inc.PNC Investments03-11-2011
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Jonathan Scott ButterfieldSunTrust Investment Services, Inc.PNC Investments12-19-2014
Kara Lynn McKinneySunTrust Investment Services, Inc.PNC Investments$10009-06-2019
Larry Dewayne ComstockSunTrust Investment Services, Inc.PNC Investments11-15-2011
Louie Saji AtanganSunTrust Investment Services, Inc.PNC Investments01-22-2016
Martin Patrick KeaneSunTrust Investment Services, Inc.PNC Investments03-02-2017
Michael E RutlerSunTrust Investment Services, Inc.PNC Investments04-28-2015
Nicholas Carl DursoSunTrust Investment Services, Inc.PNC Investments02-24-2016

Showing 1 to 15 of 15 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.


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