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
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments07-10-2019
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Christopher H. RidgewaySunTrust Investment Services, Inc.PNC Investments06-27-2018
Nicole Arshay HarperSunTrust Investment Services, Inc.PNC Investments06-15-2017
Priscilla Sueyun LeeSunTrust Investment Services, Inc.PNC Investments06-09-2017
Valerie Rose Lucille Vander MolenSunTrust Investment Services, Inc.PNC Investments06-02-2017
George M. StarlingSunTrust Investment Services, Inc.PNC Investments05-22-2017
Jonathan Scott ButterfieldSunTrust Investment Services, Inc.PNC Investments12-19-2014
Audrey Marie Watson-AtkinsonSunTrust Investment Services, Inc.PNC Investments07-09-2014

Showing 1 to 11 of 11 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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