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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tarek El BouriniSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Taylor Realino McBathSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2017
Thomas Patrick McDonnell IIISunTrust Investment Services, Inc.Morgan Stanley$5402-24-2017
Todd Douglas RymanSunTrust Investment Services, Inc.Raymond James & Associates, Inc.$10002-14-2017
Treasa Anne JacksonSunTrust Investment Services, Inc.BBVA Securities Inc.06-05-2017
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Valerie Rose Lucille Vander MolenSunTrust Investment Services, Inc.PNC Investments06-02-2017
Vallon S. MillsSunTrust Investment Services, Inc.Morgan Stanley04-25-2017
Vasilia Georgoudiou GrantSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-18-2018
Virgilio Daniel NamnumSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-20-2019
Walter Armstrong Kennedy IVSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$2509-28-2018
Wayne Stephen BabstSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$2505-19-2017
William Alexander McKenzieSunTrust Investment Services, Inc.MML Investors Services, LLC09-24-2018
William Andrew Hamilton RhodesSunTrust Investment Services, Inc.Raymond James & Associates, Inc.$10002-08-2017
William Earl McLain Jr.SunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-18-2017
Willy A GamezSunTrust Investment Services, Inc.J.P. Morgan Securities LLC10-27-2017
Yanette SullivanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-06-2019
Zachary T. AverySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-07-2019
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Showing 126 to 143 of 143 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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