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
Patrick Michael FeeneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2019
Sonia Claudia Barbalho CrumplerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1,00011-09-2018
Bryan James KagariseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-10-2018
William S. PeacockMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-05-2018
Bernice C. PittmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2018
Annette Marie NicolayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-16-2017
Andrew David WinakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-21-2016
Juan Carlos CastilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-03-2016
Sheryl J. CurtisMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.11-06-2015
Alexander Robert GorntoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-02-2015
Justin Wade RomeroMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-12-2015
Catherine M. HopkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-02-2015
Scott Brian EbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-03-2014
Bradley Paul CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-27-2013
James Michael LoftusMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2012
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-27-2012
Kelli Kuchelmeister ColeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-30-2012
John Cornelius Troutman Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$5007-29-2011
Eric Brett HardingMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-20-2011
Russell Martin Brander Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-17-2011
Thurman Andrew DockeryMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-09-2010
Kimberly Marie BleachMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-17-2010

Showing 1 to 22 of 22 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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