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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Marlin J McNairSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2018
Maria Virginia SanchezSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2018
John Thanh MaiSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-30-2017
Neville Eric MelvinSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2016
David Andrew SavageSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2016
Anthony Robert Germano JrSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15004-04-2016
Robyn Leigh ZomorodianSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2016
Barry E WhitakerSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-26-2015
Traci Beth HavensSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$20008-27-2013
Sachin TrivediSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15007-30-2013
Elyssa Miriam GelsinoSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2012
Jared Newton DollarSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$8309-26-2011
Christopher Michael PondsSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15004-16-2010

Showing 1 to 14 of 14 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.