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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew David WinakerSunTrust Investment Services, Inc.LPL Financial LLC03-22-2012
Arthur Lee Boyd IIISunTrust Investment Services, Inc.LPL Financial LLC12-05-2011
Dario Miguel AlvarezSunTrust Investment Services, Inc.LPL Financial LLC$1006-29-2011
David Del RioSunTrust Investment Services, Inc.LPL Financial LLC03-10-2014
Debora Ann PrinceSunTrust Investment Services, Inc.LPL Financial LLC04-09-2012
Dianne Leslie SentnerSunTrust Investment Services, Inc.LPL Financial LLC$2509-06-2012
Evan Jeremy MayerSunTrust Investment Services, Inc.LPL Financial LLC03-26-2012
Gregory Neil MayesSunTrust Investment Services, Inc.LPL Financial LLC10-06-2014
Heather Stella OliverSunTrust Investment Services, Inc.LPL Financial LLC$10009-05-2012
Karl Anthony WrightSunTrust Investment Services, Inc.LPL Financial LLC12-03-2014
Luis Javier RequejoSunTrust Investment Services, Inc.LPL Financial LLC09-23-2014
Osvaldo CuevasSunTrust Investment Services, Inc.LPL Financial LLC$2504-09-2012
Raul Jorge BenitezSunTrust Investment Services, Inc.LPL Financial LLC09-23-2014
Reynel GonzalezSunTrust Investment Services, Inc.LPL Financial LLC09-29-2014
Robert Thomas LambSunTrust Investment Services, Inc.LPL Financial LLC04-03-2013
Roberto Maria LopezSunTrust Investment Services, Inc.LPL Financial LLC07-30-2013
Stephen Michael TucciSunTrust Investment Services, Inc.LPL Financial LLC03-02-2012
Steven Jay SchwartzSunTrust Investment Services, Inc.LPL Financial LLC02-13-2015
Steven K. Harris Jr.SunTrust Investment Services, Inc.LPL Financial LLC$5003-18-2014
Susan Hecht EzekielSunTrust Investment Services, Inc.LPL Financial LLC10-31-2011
Todd Matthew LawrenceSunTrust Investment Services, Inc.LPL Financial LLC09-23-2014

Showing 1 to 21 of 21 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.