Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alex M. PittengerBB&T Investment Services, Inc.SunTrust Advisory Services, Inc.03-06-2017
Casey Maney CampanaSynovus Securities, Inc.SunTrust Advisory Services, Inc.$5010-16-2017
Charles Harris LoweCapital Investment Advisors, LLCSunTrust Advisory Services, Inc.01-06-2017
Charles Wesley Davidson Jr.Cetera Advisor Networks LLCSunTrust Advisory Services, Inc.03-04-2019
Christian John LauSynovus Securities, Inc.SunTrust Advisory Services, Inc.$1004-01-2019
Christopher Michael RayRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
David Stephen Brown Jr.Signature Wealth Management Group LLCSunTrust Advisory Services, Inc.$1005-23-2017
Debra MettsSynovus Securities, Inc.SunTrust Advisory Services, Inc.10-19-2017
Erin Jernigan KruegerRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.04-27-2018
Gene Dale PerkinsSynovus Securities, Inc.SunTrust Advisory Services, Inc.05-03-2017
Harry Alexander Mullen IIILPL Financial LLCSunTrust Advisory Services, Inc.$2505-19-2017
Harry Dekle VannAllen, Mooney & Barnes Brokerage Services, LLCSunTrust Advisory Services, Inc.$5004-01-2017
Javier Francisco ReyesTD Ameritrade Investment Management, LLCSunTrust Advisory Services, Inc.01-17-2017
Jeretha H. PetersWells Fargo Clearing Services, LLCSunTrust Advisory Services, Inc.$2509-18-2017
John Andrews FlippenRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$5004-27-2018
John Ron Woodford Jr.Synovus Securities, Inc.SunTrust Advisory Services, Inc.$15006-11-2018
Jonathan A. HouseRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.$15004-27-2018
Joshua Lee LintonINVEST Financial CorporationSunTrust Advisory Services, Inc.09-01-2017
Kevin Scott AllenE*TRADE Securities LLCSunTrust Advisory Services, Inc.11-05-2018
Kristen Beth MurphyRaymond James & Associates, Inc.SunTrust Advisory Services, Inc.09-22-2017
Mark H. ShamesEdward JonesSunTrust Advisory Services, Inc.$1,00011-22-2019
Michael Jeremy HobbsRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.04-27-2018
Patricia Angel RobertsPruco Securities, LLC.SunTrust Advisory Services, Inc.09-06-2018
Richard Craig Gray IILPL Financial LLCSunTrust Advisory Services, Inc.12-09-2016
Robert Wayne MartinLPL Financial LLCSunTrust Advisory Services, Inc.$2504-06-2017
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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.