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
Kristen Brooke PerdisattSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-08-2019
Brian J. PanzellaSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15009-26-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Trista Marie AllisonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.06-16-2016
Renee Marie MaloneySunTrust Investment Services, Inc.Fifth Third Securities, Inc.$50004-15-2016
Thomas Henry DillonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-04-2016
Jason Michael MacherSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$25001-19-2016
Warren Geoffery Rogers IISunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-19-2015
Jeffrey Francis SmithSunTrust Investment Services, Inc.Fifth Third Securities, Inc.08-17-2015
Eric Scott SolowaySunTrust Investment Services, Inc.Fifth Third Securities, Inc.08-10-2015
Robert James ThwaitesSunTrust Investment Services, Inc.Fifth Third Securities, Inc.08-03-2015
John Donald Galligan IIISunTrust Investment Services, Inc.Fifth Third Securities, Inc.$10006-24-2015
Keith William GarnerSunTrust Investment Services, Inc.Fifth Third Securities, Inc.06-24-2015
Jeffrey Dean ParksSunTrust Investment Services, Inc.Fifth Third Securities, Inc.06-24-2015
William Matthew PalmerSunTrust Investment Services, Inc.Fifth Third Securities, Inc.06-02-2015
Daniel Otis WolfSunTrust Investment Services, Inc.Fifth Third Securities, Inc.12-10-2014
Terrell Clayton BooneSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$10010-14-2014
Tracey Horner PearsonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$50005-06-2014
Adam Benjamin MayfieldSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-24-2014
Adam Michael CallenderSunTrust Investment Services, Inc.Fifth Third Securities, Inc.03-27-2014
Matthew David JacksonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.03-25-2014
David Sean BenisonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$25003-20-2014
Jon Scott LowtherSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15003-10-2014
Andrew A LenartSunTrust Investment Services, Inc.Fifth Third Securities, Inc.02-06-2014
Troy Manson SmithSunTrust Investment Services, Inc.Fifth Third Securities, Inc.01-22-2014
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Showing 1 to 25 of 47 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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