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
Raul Enrique DiazSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.12-17-2019
Charles Edward KirvenSunTrust Investment Services, Inc.CNL Securities Corp.12-09-2019
Eric MesserSunTrust Investment Services, Inc.Edward Jones11-04-2019
Jamie Lynn HudginsSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.$1,00010-16-2019
Justin Charles VivianoSunTrust Investment Services, Inc.UBS Financial Services Inc.10-09-2019
Robert Clark MooreSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$15009-27-2019
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Kara Lynn McKinneySunTrust Investment Services, Inc.PNC Investments09-06-2019
Samson Barry GrisSunTrust Investment Services, Inc.Edward Jones08-26-2019
Jonathan Douglas TaylorSunTrust Investment Services, Inc.GWFS Equities, Inc.08-20-2019
Virgilio Daniel NamnumSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-20-2019
Benjamin Tallman MaySunTrust Investment Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC08-16-2019
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
Fannie Tia CollierSunTrust Investment Services, Inc.MML Investors Services, LLC07-10-2019
Tarek El BouriniSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Tyler Alexander SorensenSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.06-04-2019
Nina Anandi BlanchardSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.05-23-2019
Matthew R. EllisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-22-2019
Everett Gregory HunterSunTrust Investment Services, Inc.PNC Investments05-17-2019
Kenneth Geordan HayesSunTrust Investment Services, Inc.E*TRADE Securities LLC05-14-2019
Zachary T. AverySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-07-2019
Brian David BradberrySunTrust Investment Services, Inc.Morgan Stanley05-01-2019
Rajeev DhillonSunTrust Investment Services, Inc.ARQ Advisors LLC05-01-2019
Daniel LarsenSunTrust Investment Services, Inc.Raymond James & Associates, Inc.04-29-2019
Next Page »

Showing 1 to 25 of 992 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.