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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mohanad Babikir ElhagMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-16-2020
Michelle Marie HughesSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.$15004-05-2019
Harris Isaac RubinCharles Schwab & Co., Inc.SunTrust Investment Services, Inc.02-09-2018
Christopher David HartmanCity National Securities, Inc.SunTrust Investment Services, Inc.$10001-12-2018
Giulio BarrassoWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-09-2017
Allison Marie TaylorOppenheimer & Co. Inc.SunTrust Investment Services, Inc.09-29-2016
Eric PolCharles Schwab & Co., Inc.SunTrust Investment Services, Inc.03-30-2016
David Alfred HollowayTIAA-CREF Individual & Institutional Services, LLCSunTrust Investment Services, Inc.08-06-2015
Nadira Balkissoon DeeryMercer Allied Company, L.P.SunTrust Investment Services, Inc.10-22-2014
Shahriar Ahmed ChowdhuryWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$5003-22-2013
Hasan HiraniWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.01-31-2013
Sheila Bernadette CheekEdward JonesSunTrust Investment Services, Inc.03-16-2012
Andrew Thomas CasemMorgan StanleySunTrust Investment Services, Inc.10-28-2010
Robert John PalmerPNC InvestmentsSunTrust Investment Services, Inc.04-29-2010

Showing 1 to 14 of 14 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.