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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aida I VelazquezSunTrust Investment Services, Inc.Morgan Stanley03-29-2019
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Alexander Patrick SayavongsaSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2017
Alfredo Jacobo FernandezSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC11-25-2015
Ame M. McCullinSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-18-2017
Amir Mansour MossanenSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC09-19-2018
Amy E. JohnsonSunTrust Investment Services, Inc.Pruco Securities, LLC.01-18-2019
Andrew J. VollmanSunTrust Investment Services, Inc.Nationwide Securities, LLC04-18-2017
Andrew Jeremy CartwrightSunTrust Investment Services, Inc.Ameriprise Financial Services, Inc.09-10-2018
Andrew MorenoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC07-07-2014
Anna Maria MirandaSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-29-2017
Aradhya RaySunTrust Investment Services, Inc.Citigroup Global Markets Inc.04-23-2013
Arthur Gilbert FarenSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$1,00001-12-2018
Audrey Marie Watson-AtkinsonSunTrust Investment Services, Inc.PNC Investments07-09-2014
Austin K. LeeSunTrust Investment Services, Inc.New River Investments04-25-2017
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Brian David BradberrySunTrust Investment Services, Inc.Morgan Stanley05-01-2019
Brian Sean DowhowerSunTrust Investment Services, Inc.SunTrust Robinson Humphrey, Inc.02-23-2016
Brian T HuxholdSunTrust Investment Services, Inc.Schwab Private Client Investment Advisory, Inc.03-19-2018
Bryan James KazleySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$5005-18-2018
Carl Joseph TorchiaSunTrust Investment Services, Inc.BB&T Investment Services, Inc.03-13-2017
Carl Lee Eason Jr.SunTrust Investment Services, Inc.Citigroup Global Markets Inc.06-17-2015
Caroline B. FaganSunTrust Investment Services, Inc.SunTrust Robinson Humphrey, Inc.10-21-2016
Caroline B. MitchellSunTrust Investment Services, Inc.BBVA Securities Inc.02-03-2017
Casey A. MuhtadiSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-08-2019
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Showing 1 to 25 of 142 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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