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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael George FosterSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50006-16-2010
Robert James PitzerSunTrust Investment Services, Inc.BB&T Investment Services, Inc.01-09-2012
John Kevin OsborneSuntrust Investment Services, Inc.BB&T Investment Services, Inc.04-04-2012
Seth Collin ChadwickSunTrust Investment Services, Inc.BB&T Investment Services, Inc.08-27-2012
Thomas Theodore GerardiSunTrust Investment Services, Inc.BB&T Investment Services, Inc.09-24-2012
Luisa GonzalezSunTrust Investment Services, Inc.BB&T Investment Services, Inc.10-11-2012
Celeste Kathleen ByersSunTrust Investment Services, Inc.BB&T Investment Services, Inc.12-23-2013
Lief Kelcey JohnsonSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$25002-06-2014
Christopher Michael ClarkSunTrust Investment Services, Inc.BB&T Investment Services, Inc.04-01-2014
Todd Jonathan FeintuchSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50004-09-2014
Thomas Edward Beames Jr.SunTrust Investment Services, Inc.BB&T Investment Services, Inc.04-28-2014
Tobias Allan MeekSunTrust Investment Services, Inc.BB&T Investment Services, Inc.05-15-2014
William A Van Ormer IIISunTrust Investment Services, Inc.BB&T Investment Services, Inc.06-17-2014
Jose Mauricio Lopera-GuevaraSunTrust Investment Services, Inc.BB&T Investment Services, Inc.07-15-2014
Daniel Joseph BosingerSunTrust Investment Services, Inc.BB&T Investment Services, Inc.08-27-2014
Spencer Carpenter IVSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$10012-05-2014
Julie Ann DimareSunTrust Investment Services, Inc.BB&T Investment Services, Inc.04-16-2015
Carl Joseph TorchiaSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50003-13-2017

Showing 1 to 18 of 18 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.

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