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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Robert CarneySunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-02-2016
Anthony Robert Germano Jr.SunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2016
Austin Robert MurphySunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-15-2018
Barry E WhitakerSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-26-2015
Christian John LauSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1008-11-2009
Christopher Michael PondsSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15004-16-2010
Corinne WolthuisSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2015
Daniel Aaron ShenderSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2018
David Andrew SavageSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2016
Eduardo Ariel GonzalezSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-07-2017
Elyssa Miriam GelsinoSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2012
Gerald Edwin NewmanSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2009
Jared Newton DollarSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-26-2011
Jeffrey Alan GlusmanSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2018
Jennifer Lynn HolleySunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2015
John Joseph KushmanSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2015
John Thanh MaiSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2017
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Kara Lynn CioffiSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-24-2015
Lawrence Allan GreenbergSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15009-13-2012
Maria Virginia SanchezSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2018
Marlin J. McNairSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2018
Neville E. MelvinSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2016
Nicholas BarulicSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-26-2010
Robert Brian KernsSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2015
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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.