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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Sheldon Bell SrSunTrust Investment Services, Inc.PNC Investments03-11-2011
George Martin DavisSunTrust Investment Services, Inc.PNC Investments$5004-26-2011
Kenneth John MettrockSunTrust Investment Services, Inc.PNC Investments$15008-15-2011
John Djung HoffmanSunTrust Investment Services, Inc.PNC Investments08-07-2013
Hugh Solomon Valentine Leslie VSunTrust Investment Services, Inc.PNC Investments$5001-24-2014
Michael E RutlerSunTrust Investment Services, Inc.PNC Investments$15004-28-2015
Joshua Lenn LadwigSunTrust Investment Services, Inc.PNC Investments05-04-2015
Patricia Ann MackSunTrust Investment Services, Inc.PNC Investments10-19-2015
Frank ColasuonoSunTrust Investment Services, Inc.PNC Investments$10001-15-2016
Nicholas Carl DursoSunTrust Investment Services, Inc.PNC Investments02-24-2016
Samuel Max SolondzSunTrust Investment Services, Inc.PNC Investments$2503-15-2016
Sal GianfortuneSunTrust Investment Services, Inc.PNC Investments$15008-02-2016
Grant Robert ZaunerSunTrust Investment Services, Inc.PNC Investments08-02-2016
Jason Edgar HollandSunTrust Investment Services, Inc.PNC Investments08-02-2016
Olasumbo M OmonaiyeSunTrust Investment Services, Inc.PNC Investments03-07-2017
Valerie Rose Lucille Vander MolenSunTrust Investment Services, Inc.PNC Investments06-02-2017
Anatoliy A LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Everett Gregory HunterSunTrust Investment Services, Inc.PNC Investments05-17-2019
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments07-10-2019
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Kara Lynn McKinneySunTrust Investment Services, Inc.PNC Investments09-06-2019

Showing 1 to 24 of 24 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.