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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian David BradberrySunTrust Investment Services, Inc.Morgan Stanley05-01-2019
Ameet Anilkumar TijoriwalaSunTrust Investment Services, Inc.Morgan Stanley04-01-2019
Aida I VelazquezSunTrust Investment Services, Inc.Morgan Stanley03-29-2019
Gary Leslie BargebuhrSunTrust Investment Services, Inc.Morgan Stanley$5008-24-2018
Kevin William VogelSunTrust Investment Services, Inc.Morgan Stanley08-17-2018
Francis MoranSunTrust Investment Services, Inc.Morgan Stanley06-18-2018
Elizabeth Thompson SchehlSunTrust Investment Services, Inc.Morgan Stanley$2503-15-2018
James Hobart GoolsbySunTrust Investment Services, Inc.Morgan Stanley$18601-12-2018
Monica MasonSunTrust Investment Services, Inc.Morgan Stanley09-14-2017
Joseph Perry KellySunTrust Investment Services, Inc.Morgan Stanley07-25-2017
Charles Frederick SmithSunTrust Investment Services, Inc.Morgan Stanley06-07-2017
Melissa Jane BlamireSunTrust Investment Services, Inc.Morgan Stanley06-01-2017
Isaac Octavious LewisSunTrust Investment Services, Inc.Morgan Stanley05-15-2017
David Morris AndersonSunTrust Investment Services, Inc.Morgan Stanley05-01-2017
Vallon S. MillsSunTrust Investment Services, Inc.Morgan Stanley04-25-2017
Kirk D BROOKSSunTrust Investment Services, Inc.Morgan Stanley04-17-2017
Jason B. DavisSunTrust Investment Services, Inc.Morgan Stanley03-31-2017
Andrew Porter McNamaraSunTrust Investment Services, Inc.Morgan Stanley02-27-2017
Thomas Patrick McDonnell IIISunTrust Investment Services, Inc.Morgan Stanley$5402-24-2017
David James VigilSunTrust Investment Services, Inc.Morgan Stanley$10909-13-2016
Heather X. VanlandinghamSunTrust Investment Services, Inc.Morgan Stanley04-27-2016
William Shepherd AndersSunTrust Investment Services, Inc.Morgan Stanley03-21-2016
Tahir Hameed JohnsonSunTrust Investment Services, Inc.Morgan Stanley02-11-2016
Meredith Cayette WadeSunTrust Investment Services, Inc.Morgan Stanley12-24-2015
Timothy Thomas DoughertySunTrust Investment Services, Inc.Morgan Stanley$5004-01-2015
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Showing 1 to 25 of 36 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.