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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
H. Gordon ThompsonSunTrust Investment Services, Inc.Banc of America Investment Services, Inc.03-11-2009
Mitchell Glenn TuellSunTrust Investment Services, Inc.UBS Financial Services Inc.06-26-2009
Sheila Ann ChristianSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.08-27-2009
Glenda M. HenrySunTrust Investment Services, Inc.Morgan Keegan & Company, Inc.03-11-2010
Richard Johnson Muller Jr.SunTrust Investment Services, Inc.FTB Advisors, Inc.05-18-2010
Bernice C. PittmanSunTrust Investment Services, Inc.LPL Financial LLC06-02-2010
Taylor Thurman FrancisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-10-2010
Todd Douglas MooneyhamSunTrust Investment Services, Inc.FTB Advisors, Inc.11-22-2010
Kimberly Meyer KellerSunTrust Investment Services, Inc.TrustCore Financial Services, LLC12-08-2010
Adam Paul BurnettSunTrust Investment Services, Inc.FTB Advisors, Inc.$5007-07-2011
Nelson Mahan KellySunTrust Investment Services, Inc.First Citizens Investor Services, Inc.$10003-15-2012
Claude Nathan Adkins Jr.SunTrust Investment Services, Inc.Morgan Keegan & Company, Inc.03-28-2012
David James BrownSunTrust Investment Services, Inc.Edward Jones$1005-29-2012
Michael Eugene WinemillerSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC07-02-2012
Steven Thomas FerrettiSunTrust Investment Services, Inc.U.S. Bancorp Investments, Inc.09-10-2012
Grant Frederick BoydSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-05-2012
Jennifer J. MatthewsSunTrust Investment Services, Inc.The Huntington Investment Company11-27-2012
Ryan S DormanSunTrust Investment Services, Inc.PFS Investments Inc.12-19-2012
Brenda Lynn GeselbrachtSunTrust Investment Services, Inc.FTB Advisors, Inc.03-07-2013
Martin Wayne PyleSunTrust Investment Services, Inc.Edward Jones$1005-17-2013
Kevin Scott AllenSunTrust Investment Services, Inc.BB&T Investment Services, Inc.07-24-2013
James Patrick GreekSunTrust Investment Services, Inc.Jackson National Life Distributors LLC08-07-2013
Charles Mathison Tyndal IIISunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2013
Michael Scott SwannSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$2511-04-2013
Michael Sean BurkeSunTrust Investment Services, Inc.Fifth Third Securities, Inc.11-04-2013
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Showing 1 to 25 of 68 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.