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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chad A. GreenAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.10-16-2012
Corey Dee AndersonAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.08-26-2011
Amy W. WidenerCenter Street Securities, Inc.SunTrust Investment Services, Inc.08-23-2012
Bridgit Lee BennettEdward JonesSunTrust Investment Services, Inc.$1002-03-2017
Jared M. CasonFifth Third Securities, Inc.SunTrust Investment Services, Inc.12-05-2019
Taylor Realino McBathFifth Third Securities, Inc.SunTrust Investment Services, Inc.10-10-2019
Trista Marie AllisonFifth Third Securities, Inc.SunTrust Investment Services, Inc.03-29-2019
Warren Geoffery Rogers IIFifth Third Securities, Inc.SunTrust Investment Services, Inc.03-28-2019
Chester Michael Waggoner Jr.Fifth Third Securities, Inc.SunTrust Investment Services, Inc.05-08-2017
Mark Stephen MeyerFifth Third Securities, Inc.SunTrust Investment Services, Inc.08-13-2010
Kimberlie Celeste JarrardFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.06-05-2018
Brenda Lynn GeselbrachtFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.09-21-2017
Bryan BoltonFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.09-16-2016
Andrew P KintzFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.09-14-2016
Jennifer M RobertsFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$4809-07-2016
Jeffrey Lynn BurgessFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$5007-01-2015
Michael Eugene WinemillerFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.11-18-2013
James Heath RaperFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$2511-18-2013
Joseph Michael SciaraFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$5007-10-2013
Travis Rene LeMonteFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.05-01-2012
David Alan LookadooFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$2505-06-2009
Andrew Scott StarkFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.$15001-13-2009
Adam Paul BurnettJ.J.B. Hilliard, W.L. Lyons, LLCSunTrust Investment Services, Inc.$1,00008-17-2018
Jennifer J. MatthewsLincoln Financial Securities CorporationSunTrust Investment Services, Inc.08-02-2017
Roger Dale DavisLincoln Financial Securities CorporationSunTrust Investment Services, Inc.09-19-2016
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Showing 1 to 25 of 84 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.