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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abby Waits GreenSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Alfred Ponder Jr.HD Vest Investment ServicesSunTrust Investment Services, Inc.04-29-2016
Andrew James HillHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Andrew Robert Gay Jr.Synovus Securities, Inc.SunTrust Investment Services, Inc.$3806-20-2016
Angela Henry RitzertSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Ashley Corbin DentFifth Third Securities, Inc.SunTrust Investment Services, Inc.02-12-2018
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-27-2012
Bradley Paul CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-27-2013
Brentley Wyatt JonesSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Brian Richard BuzunWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.10-08-2010
Britain W. PierceSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Charles Falconer McCallum IIISunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-14-2016
Charles Geer WellbornSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-01-2016
Cheryl Ann DabneySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-09-2016
Chitra Jay PatelWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-04-2013
Christopher Joseph TyraWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-20-2016
Christopher Michael RaySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-20-2016
Claudia Ann PenneySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-20-2016
Cynthia Kay WoodsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-09-2016
David Wright MaysSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-06-2016
Dennis Eugene Parker Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Derek Rudolf D'AlonzoAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.08-24-2017
Diane Hague KulpSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Diane Marie MaldonadoSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Felicia Ann SpeetjensSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.10-11-2016
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Showing 1 to 25 of 85 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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