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 Michael JosephSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-14-2016
Adam Tolar FanninSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-24-2016
Alexander Cadavid HernandezSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-14-2016
Alexander Hedges NavarroSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-13-2016
Altagracia J. PastorSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-13-2016
Andrew Ronald KnustSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Angelita D. FuentesSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-31-2016
Bridget Geraldine HusseySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Brooke Bacon WestSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-16-2016
Cary William LipmanSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Charles Mark Hopkins Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-12-2016
Christina Marie MorrisonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-13-2016
Christopher Cathell BurginSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.12-14-2016
Christopher Charles ShermanSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.06-15-2017
Christopher M. DegraceSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-26-2016
Christopher Marc TenagliaSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-15-2016
Christopher Thomas PantanoSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-12-2016
Craig Adam CoopersmithSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Dale William Zamecki IISunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-09-2016
Daniel Lawrence SullivanSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-13-2016
Daniel Sean McArthurSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Daniel William WalshSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-15-2016
Darrell Sidney BrownSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-27-2016
David Alan Miller Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-14-2016
David Allen PeckSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-13-2016
Next Page »

Showing 1 to 25 of 114 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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