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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Eugene Day Jr.SunTrust Investment Services, Inc.J.P. Morgan Securities LLC09-08-2010
Paola LietoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC05-24-2011
Stephen BerrocalSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-05-2013
Neville Eric MelvinSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-28-2013
Sean Patrick MurphySunTrust Investment Services, Inc.J.P. Morgan Securities LLC10-03-2013
Andrew MorenoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC07-07-2014
Charles Lewis Bender IIISunTrust Investment Services, Inc.J.P. Morgan Securities LLC$10009-22-2014
Leonardo Javier PalaciosSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-12-2015
Jose Antonio RamirezSunTrust Investment Services, Inc.J.P. Morgan Securities LLC11-09-2015
Edwin EcheverrySunTrust Investment Services, Inc.J.P. Morgan Securities LLC02-08-2016
Michael Joseph Bonner Jr.SunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-11-2016
Frank Albert KraftSunTrust Investment Services, Inc.J.P. Morgan Securities LLC04-26-2016
Michael Gordon BeckerSunTrust Investment Services, Inc.J.P. Morgan Securities LLC$50006-15-2016
Douglas Bryan Parkey Sr.SunTrust Investment Services, Inc.J.P. Morgan Securities LLC07-30-2016
Steven SchiffSunTrust Investment Services, Inc.J.P. Morgan Securities LLC08-26-2016
Fernando Luis CrespoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC$50002-07-2017
Jose Ramon Alonso-Pujol Jr.SunTrust Investment Services, Inc.J.P. Morgan Securities LLC02-27-2017
Joseph Shawn SullivanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-20-2017
Geovanny VentoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-23-2017
Kenneth Sean PolleySunTrust Investment Services, Inc.J.P. Morgan Securities LLC$25004-18-2017
Angel Emilio FigueroaSunTrust Investment Services, Inc.J.P. Morgan Securities LLC06-12-2017
John Gordon Christian IVSunTrust Investment Services, Inc.J.P. Morgan Securities LLC06-20-2017
Vera Beatriz RevolledoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC07-14-2017
Willy A GamezSunTrust Investment Services, Inc.J.P. Morgan Securities LLC$15010-27-2017
Monica Cristina FilpoSunTrust Investment Services, Inc.J.P. Morgan Securities LLC01-31-2018
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Showing 1 to 25 of 28 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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