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
Michelle Love BaileySynovus Securities, Inc.Wells Fargo Clearing Services, LLC03-30-2020
Aaron Kyle BlevinsSynovus Securities, Inc.Horace Mann Investors, Inc.03-18-2020
Shanavia Hunter MilesSynovus Securities, Inc.LPL Financial LLC10-01-2019
Adam Reza CaderSynovus Securities, Inc.Wells Fargo Clearing Services, LLC09-17-2019
Anne Christine GlaserSynovus Securities, Inc.Synovus Securities, Inc.08-09-2019
Erika Skarlet SpeightSynovus Securities, Inc.Nationwide Investment Services Corporation08-05-2019
Archie Lee Thompson Jr.Synovus Securities, Inc.Wells Fargo Clearing Services, LLC06-27-2019
Keith Aaron WoodSynovus Securities, Inc.Raymond James Financial Services, Inc.$13504-01-2019
Christian John LauSynovus Securities, Inc.SunTrust Advisory Services, Inc.$1004-01-2019
Howard French Daugherty Jr.Synovus Securities, Inc.LPL Financial LLC$2510-29-2018
Samantha Paige DunlapSynovus Securities, Inc.Wells Fargo Clearing Services, LLC09-26-2018
Allison Dowdy ParsonsSynovus Securities, Inc.SunTrust Investment Services, Inc.$15008-21-2018
Arthur Bussey BickerstaffSynovus Securities, Inc.SunTrust Investment Services, Inc.07-12-2018
John T. Carter IISynovus Securities, Inc.SunTrust Investment Services, Inc.06-11-2018
John Ron Woodford Jr.Synovus Securities, Inc.SunTrust Advisory Services, Inc.$15006-11-2018
Harold Steven SladeSynovus Securities, Inc.SunTrust Investment Services, Inc.04-02-2018
Debra MettsSynovus Securities, Inc.SunTrust Advisory Services, Inc.10-19-2017
Casey Maney CampanaSynovus Securities, Inc.SunTrust Advisory Services, Inc.$5010-16-2017
Natalie D. SchweersSynovus Securities, Inc.SunTrust Investment Services, Inc.$10010-16-2017
Gene Dale PerkinsSynovus Securities, Inc.SunTrust Advisory Services, Inc.05-03-2017
Ronald C. KinnasSynovus Securities, Inc.Edward Jones03-31-2017
Jarrett Eugene HindrewSynovus Securities, Inc.Wells Fargo Clearing Services, LLC$4502-27-2017
Fredrick William ZehSynovus Securities, Inc.Raymond James Financial Services, Inc.$5010-12-2016
Ray Lynes McKinney Jr.Synovus Securities, Inc.LPL Financial LLC09-16-2016
Jason R. EvansSynovus Securities, Inc.Edward Jones07-05-2016
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Showing 1 to 25 of 47 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.