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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gregory Benjamin StreitmanSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$1007-31-2019
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments$107-10-2019
Allen Carroll Brooks Jr.SunTrust Investment Services, Inc.Cetera Advisor Networks LLC$107-01-2019
Matthew R. EllisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-22-2019
Matthew R. EllisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-22-2019
Zachary T. AverySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-07-2019
Brian David BradberrySunTrust Investment Services, Inc.Morgan Stanley05-01-2019
Kristen Brooke PerdisattSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-08-2019
Aida I VelazquezSunTrust Investment Services, Inc.Morgan Stanley03-29-2019
Frank Christopher SardoSunTrust Investment Services, Inc.Edward Jones$15003-28-2019
Matthew Robert MurphySunTrust Investment Services, Inc.Cetera Investment Advisers LLC03-08-2019
Yanette SullivanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-06-2019
Julian Esteven OssaSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.03-05-2019
Jeffrey Matthew PattenSunTrust Investment Services, Inc.BMO Harris Financial Advisors, Inc.02-28-2019
Elizabeth Lee Rabbitt-StephenSunTrust Investment Services, Inc.Commonwealth Financial Network$102-27-2019
Darius Darrell HarrisonSunTrust Investment Services, Inc.TD Ameritrade Investment Management, LLC02-26-2019
Olivia R MarksSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Laura Daly RyanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC$101-11-2019
Linda Moody SwainSunTrust Investment Services, Inc.Edward Jones12-10-2018
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Marlin Jacobie McnairSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$111-06-2018
Rachel Hill AshmanSunTrust Investment Services, Inc.Pruco Securities, LLC.11-02-2018
Ermelinta CapozziSunTrust Investment Services, Inc.PFS Investments Inc.10-30-2018
George Wells Boss Jr.SunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-05-2018
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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