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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Greer BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$10010-30-2009
John D RoseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-30-2009
Nicole Suzanne ReardonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-21-2010
Delores C BrantleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-10-2011
Joshua P. PhamMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-22-2011
Kristopher Sutton KetchamMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-22-2012
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-27-2012
Christopher Dean ChanceMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$15006-21-2013
Bradley Paul CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-27-2013
Winfred Gideon Boyce Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-29-2014
Benito Canales IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-01-2014
Dane Ajani WhittakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-13-2015
Mitchell Richard GreenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$10008-18-2015
Juan Carlos CastilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-03-2016
Julie M GilewiczMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-20-2016
Sonia Claudia Barbalho CrumplerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1,00011-09-2018

Showing 1 to 16 of 16 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.