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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Reza CaderSynovus Securities, Inc.First Union Securities, Inc.09-17-2019
Andrew Robert Gay Jr.Synovus Securities, Inc.SunTrust Investment Services, Inc.$3806-20-2016
Archie Lee Thompson Jr.Synovus Securities, Inc.Wells Fargo Clearing Services, LLC06-27-2019
Christopher Paul BrownSynovus Securities, Inc.Wells Fargo Clearing Services, LLC08-14-2015
David Shawn CookseySynovus Securities, Inc.Creative Financial Group Ltd11-30-2010
Felicia Lynn VictoriaSynovus Securities, Inc.Ameriprise Financial Services, Inc.07-09-2012
Fredrick William ZehSynovus Securities, Inc.Raymond James Financial Services, Inc.$5010-12-2016
Gene Dale PerkinsSynovus Securities, Inc.SunTrust Investment Services, Inc.05-03-2017
Howard French Daugherty Jr.Synovus Securities, Inc.LPL Financial LLC$2510-29-2018
James Russell DavidsonSynovus Securities, Inc.SunTrust Investment Services, Inc.$1,00006-20-2016
Jason R. EvansSynovus Securities, Inc.Edward Jones07-05-2016
Keith Aaron WoodSynovus Securities, Inc.Raymond James Financial Services, Inc.$13504-01-2019
Mark Richard MayerSynovus Securities, Inc.SunTrust Advisory Services, Inc.11-28-2016
Michael Francis O'ConnorSynovus Securities, Inc.SunTrust Investment Services, Inc.04-24-2014
Phillip Gary Abshier IISynovus Securities, Inc.Creative Financial Group Ltd$5011-30-2010
Ray Lynes McKinney Jr.Synovus Securities, Inc.LPL Financial LLC09-16-2016
Robert Ward LawSynovus Securities, Inc.Creative Financial Group Ltd11-30-2010
Ronald C. KinnasSynovus Securities, Inc.Edward Jones03-31-2017
Timothy Kindred VassySynovus Securities, Inc.Creative Financial Group Ltd11-30-2010
Todd Emil BellocchioSynovus Securities, Inc.SunTrust Investment Services, Inc.02-24-2016
William Earl Roundtree Jr.Synovus Securities, Inc.Securian Financial Services, Inc.04-18-2016
William Harvin Barnes IISynovus Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2510-09-2009

Showing 1 to 22 of 22 entries

Page 1

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.