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
Aaron Russel ServaisSunTrust Investment Services, Inc.PNC Investments01-18-2017
Craig Lawrence CascioSunTrust Investment Services, Inc.PNC Investments03-19-2014
Daniel Thomas OconnerSunTrust Investment Services, Inc.PNC Investments06-14-2016
Darrick Lavel JordanSunTrust Investment Services, Inc.PNC Investments08-21-2015
David Alan SmithSunTrust Investment Services, Inc.PNC Investments$50003-19-2013
Everett Gregory HunterSunTrust Investment Services, Inc.PNC Investments$10005-17-2019
Frank ColasuonoSunTrust Investment Services, Inc.PNC Investments$10001-15-2016
George M. StarlingSunTrust Investment Services, Inc.PNC Investments$10005-22-2017
Jason Edgar HollandSunTrust Investment Services, Inc.PNC Investments08-02-2016
Joshua Lenn LadwigSunTrust Investment Services, Inc.PNC Investments05-04-2015
Karen Ilene HydeSunTrust Investment Services, Inc.PNC Investments08-30-2016
Karen Michelle VittSunTrust Investment Services, Inc.PNC Investments09-06-2016
Kenneth John MettrockSunTrust Investment Services, Inc.PNC Investments$10008-15-2011
Kent Alan LaneSunTrust Investment Services, Inc.PNC Investments04-20-2015
Robyn Faas SlatterySunTrust Investment Services, Inc.PNC Investments04-04-2014
Sal GianfortuneSunTrust Investment Services, Inc.PNC Investments08-02-2016
Shane Jason KellySunTrust Investment Services, Inc.PNC Investments12-12-2011
Sigfredo SantanaSunTrust Investment Services, Inc.PNC Investments$10009-02-2010
Thomas Curtin GrassiSunTrust Investment Services, Inc.PNC Investments$20012-03-2014
Vanessa Marie GotzSunTrust Investment Services, Inc.PNC Investments08-10-2017

Showing 1 to 20 of 20 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.


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