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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Lee HuntAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.$20011-03-2017
Kevin David CallagyAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.06-23-2017
Brian Michael MegibowAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.05-25-2017
Ross Jennings MartinAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.11-22-2010
Stephen Michael TucciBB&T Securities, LLCSunTrust Investment Services, Inc.08-03-2018
Christopher Charles TurnerBB&T Securities, LLCSunTrust Investment Services, Inc.02-20-2018
Fernando Luis CrespoBBVA Securities Inc.SunTrust Investment Services, Inc.$5011-26-2019
William Jason ComptonBlackston Financial Advisory Group, LLCSunTrust Investment Services, Inc.02-26-2019
Robert Thomas LambCetera Advisors LLCSunTrust Investment Services, Inc.$5011-02-2017
William Rolla PeckCetera Investment Services LLCSunTrust Investment Services, Inc.02-04-2019
Dawn Marie GanttCetera Investment Services LLCSunTrust Investment Services, Inc.03-01-2017
Meryem Messaoudi MoussiCharles Schwab & Co., Inc.SunTrust Investment Services, Inc.07-09-2015
Jason Robert SaginarioCharles Schwab & Co., Inc.SunTrust Investment Services, Inc.08-22-2011
Tessie YusteCherry Bekaert Wealth Management LLCSunTrust Investment Services, Inc.$15009-26-2016
Nelson David GomezCitigroup Global Markets Inc.SunTrust Investment Services, Inc.12-03-2012
Shelly RuizCitigroup Global Markets Inc.SunTrust Investment Services, Inc.$2510-01-2009
Daniel M StewartCUNA Brokerage Services, Inc.SunTrust Investment Services, Inc.12-21-2018
Marianne Resue HutchinsE*TRADE Securities LLCSunTrust Investment Services, Inc.05-29-2014
John M CamporaEdward JonesSunTrust Investment Services, Inc.$15011-24-2017
Donovan Emile MufdiEdward JonesSunTrust Investment Services, Inc.$15007-24-2015
Julio Castro Michael Cozene Arthur NodererEvercore Wealth ManagementSunTrust Investment Services, Inc.04-07-2014
James Christopher DavisFidelity Brokerage Services LLCSunTrust Investment Services, Inc.04-09-2012
Nassim H EliasFidelity Brokerage Services LLCSunTrust Investment Services, Inc.$2506-15-2009
Eric GeigerFifth Third Securities, Inc.SunTrust Investment Services, Inc.04-07-2020
Tammy A BetzFifth Third Securities, Inc.SunTrust Investment Services, Inc.01-24-2018
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Showing 1 to 25 of 107 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.