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
Jamie Lynn HudginsSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.$1,00010-16-2019
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Kara Lynn McKinneySunTrust Investment Services, Inc.PNC Investments09-06-2019
Tyler Alexander SorensenSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.06-04-2019
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Charles E. Morrison IIISunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-17-2018
Francis Noel TranSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.05-18-2018
Ashley Danielle MillsSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.11-21-2017
John Stephan NagleSunTrust Investment Services, Inc.Cambridge Investment Research, Inc.11-01-2017
William Earl McLain Jr.SunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-18-2017
Ame M. McCullinSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-18-2017
Torsten Blaine HermansenSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-16-2017
Monica MasonSunTrust Investment Services, Inc.Morgan Stanley09-14-2017
Cornell Edward SmithSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-01-2017
Mohanad Babikir ElhagSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC07-19-2017
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Dane Andrew CurtnerSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-02-2017
Hank C. StricklerSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2017
Abdul Saboor FeroghSunTrust Investment Services, Inc.J.P. Morgan Securities LLC05-05-2017
Daniel M. StewartSunTrust Investment Services, Inc.Lincoln Financial Securities Corporation05-05-2017
Declan M O'ConnellSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-21-2017
William Hayward CorySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-17-2017
Kirk D BROOKSSunTrust Investment Services, Inc.Morgan Stanley04-17-2017
Martin P. KeaneSunTrust Investment Services, Inc.PNC Investments03-02-2017
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Showing 1 to 25 of 133 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.