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
Alfred Joseph GonzalezSunTrust Investment Services, Inc.TIAA-CREF Individual & Institutional Services, LLC01-04-2016
Amy Jane HayesSunTrust Investment Services, Inc.First Citizens Investor Services, Inc.07-10-2014
Andrew OrrSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-06-2017
Angela Marie McdowellSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC11-19-2013
Angela Michelle SimonSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-20-2017
Anthony Lafon WeaverSunTrust Investment Services, Inc.Uvest Financial Services Group, Inc.07-30-2010
April Phillips HuffinesSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC02-11-2010
Barbara Ann MartinSunTrust Investment Services, Inc.Chase Investment Services Corp.12-21-2011
Brad PinterSunTrust Investment Services, Inc.TIAA-CREF Individual & Institutional Services, LLC05-31-2017
Bradlee Pierce HagerSunTrust Investment Services, Inc.Janney Montgomery Scott LLC$2508-01-2010
Breandrea Chevon JohnsonSunTrust Investment Services, Inc.Edward Jones05-18-2015
Brian Robert PomanteSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC12-22-2014
Caleb W. RapeSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2017
Carol Hovey BraySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC01-20-2012
Christopher Allan BowlingSunTrust Investment Services, Inc.First Citizens Investor Services, Inc.02-20-2015
Christopher Noah GeogheganSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC09-09-2015
Christopher Ryan PerriSunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-02-2017
Christopher Shawn DavissonSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-04-2015
Cody Allen JeffcoatSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$1001-06-2014
Craig Anderson SprySunTrust Investment Services, Inc.MetLife Securities Inc.07-07-2015
Cynthia Lou HarvardSunTrust Investment Services, Inc.Prudential Annuities Distributors, Inc03-25-2016
Cynthia Lynn WadkinsonSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$5001-04-2013
Danny Lee PiggeSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$5002-11-2010
Donna Jean OxfordSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2018
Edward Carson DanserSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-01-2010
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Showing 1 to 25 of 86 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.