Advisers on the Move

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
Benjamin M CalvertSynovus Securities, Inc.BBVA Securities Inc.08-30-2019
Samuel Scobel ShoberSynovus Securities, Inc.Cetera Investment Services LLC08-19-2019
Robert Peyton HaleySynovus Securities, Inc.Morgan Stanley$2507-31-2019
Susan M TaylorSynovus Securities, Inc.BBVA Securities Inc.02-11-2019
Casey Maney CampanaSynovus Securities, Inc.SunTrust Advisory Services, Inc.10-16-2017
William Matthew JennetteSynovus Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2017
Matthew Creel AndersonSynovus Securities, Inc.LPL Financial LLC06-03-2016
Mary Allison Welden BradfordSynovus Securities, Inc.Wells Fargo Clearing Services, LLC08-26-2015
Stephen Robert TaylorSynovus Securities, Inc.Raymond James & Associates, Inc.$2508-10-2015
Evan Clifford DormanSynovus Securities, Inc.Sterne, Agee & Leach, Inc.07-07-2014
Gaines Elizabeth Grelier KohnSynovus Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2012
Sarah Walton Burchfield CobbSynovus Securities, Inc.CNR Securities, LLC09-01-2010
Christopher Jerry HeltonSynovus Securities, Inc.Infinex Investments, Inc.06-02-2010

Showing 1 to 13 of 13 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.