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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thurman Andrew DockeryMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-09-2010
Sammy Joe Wells Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-21-2012
Russell Martin Brander Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-17-2011
Roy W McCullough Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-10-2014
Patrick Michael FeeneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2019
Neville E. MelvinMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-04-2016
Michael Gordon BeckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-08-2020
Kimberly Marie BleachMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-17-2010
Jose Ramon Alonso-PujolMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-16-2017
John Frederick Miller Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1010-26-2011
Jason A CarpenterMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$15008-23-2010
Jack NolanMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-26-2011
Gustavo Lorenzo MarteloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.07-23-2013
Christina Danielle HartfieldMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-09-2018
Catherine M. HopkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-02-2015
Antonio J. MackeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-01-2015
Andrew David WinakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-21-2016
Alexander Robert GorntoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-02-2015

Showing 1 to 18 of 18 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.