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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Greer Brown, John D RoseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-30-2009
Kimberly Marie BleachMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-17-2010
Nicole Suzanne ReardonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-21-2010
Thurman Andrew DockeryMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-09-2010
Jason Andrew CarpenterMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-23-2010
Nicholas Carl DursoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-05-2011
Delores Copeland BrantleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-10-2011
Russell Martin Brander Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$5006-17-2011
Cynthia Louise HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-20-2011
Eric Brett HardingMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$106-20-2011
John Cornelius Troutman Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$3007-29-2011
Joshua Phuong PhamMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-22-2011
Mark Steven Peters IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-01-2011
Shann Wayne DaltonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-22-2011
Jack Nolan Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-26-2011
John Frederick Miller Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-26-2011
Sammy Joe Wells Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-21-2012
Kristopher Sutton KetchamMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-22-2012
Kelli Kuchelmeister ColeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$103-30-2012
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$10004-27-2012
James Michael LoftusMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2012
Christopher Dean ChanceMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-21-2013
Gustavo Lorenzo MarteloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.07-23-2013
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
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Showing 1 to 25 of 50 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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