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
Judy Ann HulseyAllgen Financial Advisors, Inc.SunTrust Investment Services, Inc.05-13-2011
Michael FeuryAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.06-12-2019
Robert Lee HuntAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.$20011-03-2017
Kevin David CallagyAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.06-23-2017
Brian Michael MegibowAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.$5005-25-2017
Ross Jennings MartinAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.11-22-2010
Christopher Charles TurnerBB&T Securities, LLCSunTrust Investment Services, Inc.02-20-2018
Robert Thomas LambCetera Advisors LLCSunTrust Investment Services, Inc.11-02-2017
Dawn Marie GanttCetera Investment Services LLCSunTrust Investment Services, Inc.03-01-2017
Tessie YusteCherry Bekaert Wealth Management LLCSunTrust Investment Services, Inc.09-26-2016
Sandra Benain McKoyCitigroup Global Markets Inc.SunTrust Investment Services, Inc.05-15-2017
Nelson David GomezCitigroup Global Markets Inc.SunTrust Investment Services, Inc.12-03-2012
Shelly RuizCitigroup Global Markets Inc.SunTrust Investment Services, Inc.10-01-2009
Daniel M. StewartCUNA Brokerage Services, Inc.SunTrust Investment Services, Inc.12-21-2018
Russell James TomsCUNA Brokerage Services, Inc.SunTrust Investment Services, Inc.08-26-2014
John M. CamporaEdward JonesSunTrust Investment Services, Inc.11-24-2017
Donovan Emile MufdiEdward JonesSunTrust Investment Services, Inc.07-24-2015
Tammy Ann BetzFifth Third Securities, Inc.SunTrust Investment Services, Inc.01-24-2018
Michael Gary ArgenbrightFifth Third Securities, Inc.SunTrust Investment Services, Inc.$10009-15-2015
Thomas Antonio NerneyFifth Third Securities, Inc.SunTrust Investment Services, Inc.10-09-2014
Susan Hecht EzekielFortune Financial Services, Inc.SunTrust Investment Services, Inc.$2506-06-2017
Fabio Marco VozilaHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.06-30-2016
Paul K TuradilokHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.03-12-2014
Bonnie Baldauf ParkerInfinex Investments, Inc.SunTrust Investment Services, Inc.$15006-10-2013
Natalie MedinaJ.P. Morgan Securities LLCSunTrust Investment Services, Inc.03-21-2018
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Showing 1 to 25 of 183 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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