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
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments$107-10-2019
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Christopher Hans RidgewaySunTrust Investment Services, Inc.PNC Investments06-27-2018
Christopher Robert GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Vanessa Marie GotzSunTrust Investment Services, Inc.PNC Investments08-10-2017
Chauncey M CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Nicole Arshay HarperSunTrust Investment Services, Inc.PNC Investments06-15-2017
Priscilla Sueyun LeeSunTrust Investment Services, Inc.PNC Investments$106-09-2017
George Merlen StarlingSunTrust Investment Services, Inc.PNC Investments$105-22-2017
Martin Patrick KeaneSunTrust Investment Services, Inc.PNC Investments03-02-2017
Karen Michelle VittSunTrust Investment Services, Inc.PNC Investments09-06-2016
Karen Ilene HydeSunTrust Investment Services, Inc.PNC Investments08-30-2016
Jason Edgar HollandSunTrust Investment Services, Inc.PNC Investments$108-02-2016
Sal GianfortuneSunTrust Investment Services, Inc.PNC Investments$15008-02-2016
Daniel Thomas OconnerSunTrust Investment Services, Inc.PNC Investments06-14-2016
Thomas Lester ClymerSunTrust Investment Services, Inc.PNC Investments04-15-2016
Samuel Max SolondzSunTrust Investment Services, Inc.PNC Investments$2503-15-2016
Nicholas Carl DursoSunTrust Investment Services, Inc.PNC Investments$102-24-2016
Louie Saji AtanganSunTrust Investment Services, Inc.PNC Investments01-22-2016
Patricia Ann MackSunTrust Investment Services, Inc.PNC Investments10-19-2015
Matthew Joseph SchultzSunTrust Investment Services, Inc.PNC Investments$1009-02-2015
Joseph Robert O'ConnorSunTrust Investment Services, Inc.PNC Investments08-31-2015
Darrick Lavel JordanSunTrust Investment Services, Inc.PNC Investments08-21-2015
Timothy Edward Johnson Jr.SunTrust Investment Services, Inc.PNC Investments05-21-2015
Next Page »

Showing 1 to 25 of 51 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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