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
Evan J MayerRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$18408-09-2019
Thomas Alfred WalshSynovus Securities, Inc.SunTrust Investment Services, Inc.$15007-31-2019
Michael Douglas CroweSynovus Securities, Inc.SunTrust Investment Services, Inc.07-31-2019
Sandra Lynn OKeefeFirst Citizens Investor Services, Inc.SunTrust Investment Services, Inc.07-29-2019
Jonathan C WangHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.$15007-24-2019
Anne Russell Calvert BazzelGoldman Sachs & Co.SunTrust Investment Services, Inc.$15007-19-2019
Tyler Alexander SorensenEdward JonesSunTrust Investment Services, Inc.07-15-2019
Donald Robert ToddInternational Assets Advisory, LLCSunTrust Investment Services, Inc.$15007-08-2019
Carolyn Jean BrewerSynovus Securities, Inc.SunTrust Investment Services, Inc.$15006-26-2019
Brian Edward MontalbanoSynovus Securities, Inc.SunTrust Investment Services, Inc.$10006-14-2019
Tonya Kropoff SextonSynovus Securities, Inc.SunTrust Investment Services, Inc.$1,00006-14-2019
David Wayne Moore IIMorgan StanleySunTrust Investment Services, Inc.06-10-2019
Jeffrey Alan GlusmanLevel Four Advisory ServicesSunTrust Investment Services, Inc.05-17-2019
Patrick Michael FeeneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2019
Lindsey Revere Hansen IIRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15005-10-2019
Thomas Michael Udovich JrRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Frank HujsaRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Dawna DuclauRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Austin Robert MurphyLPL Financial LLCSunTrust Investment Services, Inc.05-01-2019
William Hayward CoryAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.04-26-2019
Joshua Gustav KuhnertTD Private Client Wealth LLCSunTrust Investment Services, Inc.04-22-2019
Michael John FetzerSynovus Securities, Inc.SunTrust Investment Services, Inc.04-01-2019
Charles SmithFifth Third Securities, Inc.SunTrust Investment Services, Inc.04-01-2019
Anne Murray LloydWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.03-29-2019
Trista M AllisonFifth Third Securities, Inc.SunTrust Investment Services, Inc.03-29-2019
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Showing 1 to 25 of 48 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.