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
Lindsey Revere Hansen IIRaymond James Financial Services, Inc.Suntrust Investment Services, Inc.$15005-10-2019
Austin Robert MurphyLPL Financial LLCSuntrust Investment Services, Inc.05-01-2019
Julie Ann DimareSynovus Securities, Inc.SunTrust Investment Services, Inc.08-20-2018
Tony Allen GraybealWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$5008-15-2018
Charles Shahoud Hanna IIIPNC InvestmentsSunTrust Investment Services, Inc.07-13-2018
Shannon Cree SappRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15007-10-2018
Frank Christopher SardoLPL Financial LLCSunTrust Investment Services, Inc.03-21-2018
Tammy A BetzFifth Third Securities, Inc.SunTrust Investment Services, Inc.$101-24-2018
John M CamporaEdward JonesSunTrust Investment Services, Inc.$15011-24-2017
Robert Lee HuntAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.$20011-03-2017
Robert Thomas LambCetera Advisors LLCSunTrust Investment Services, Inc.$5011-02-2017
David Del RioLPL Financial LLCSunTrust Investment Services, Inc.08-25-2017
Christopher R MalphursINVEST Financial CorporationSunTrust Investment Services, Inc.07-20-2017
Gregory James MckayLPL Financial LLCSunTrust Investment Services, Inc.07-19-2017
Kevin David CallagyAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.06-23-2017
Susan Hecht EzekielFortune Financial Services, Inc.SunTrust Investment Services, Inc.$2506-06-2017
Veronica Marie GillotteBB&T INVESTMENT SERVICES, INC.SunTrust Investment Services, Inc.05-26-2017
Brian Michael MegibowAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.$5005-25-2017
David James CodellaWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$5005-25-2017
Kevin Barry BurnettWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.05-25-2017
Sandra Benain MckoyCitigroup Global Markets Inc.SunTrust Investment Services, Inc.05-15-2017
David Ryan DeweesePNC InvestmentsSunTrust Investment Services, Inc.05-10-2017
David James VigilLPL Financial LLCSunTrust Investment Services, Inc.$10004-24-2017
Patrick Thomas CulhaneBB&T INVESTMENT SERVICES, INC.SunTrust Investment Services, Inc.03-31-2017
Dawn Marie GanttCetera Investment Services LLCSunTrust Investment Services, Inc.03-01-2017
Next Page »

Showing 1 to 25 of 190 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.


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