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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Page LoweIndependent Financial Group, LLCSunTrust Investment Services, Inc.07-02-2020
Beau B SkaggsE*TRADE Securities LLCSunTrust Investment Services, Inc.02-06-2020
Shannon Reardon SwanickBMO Harris Financial Advisors, Inc.SunTrust Investment Services, Inc.01-08-2020
Anne Russell Calvert BazzelGoldman Sachs & Co.SunTrust Investment Services, Inc.$15007-19-2019
Deborah Ann HassanRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$2503-06-2019
Deborah Riney SmithRaymond James & Associates, Inc.SunTrust Investment Services, Inc.03-06-2019
Philipp BiechtelerJ.P. Morgan Securities LLCSunTrust Investment Services, Inc.01-08-2019
Sonia CrumplerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1,00011-09-2018
Allison Dowdy ParsonsSynovus Securities, Inc.SunTrust Investment Services, Inc.$15008-21-2018
Willem-Jau Odo HattinkMeadow Creek Wealth Advisors, LLCSunTrust Investment Services, Inc.07-26-2018
Melissa Ann BankesFidelity Brokerage Services LLCSunTrust Investment Services, Inc.$15007-19-2018
Arthur BickerstaffSynovus Securities, Inc.SunTrust Investment Services, Inc.07-12-2018
John Thomas Carter IiSynovus Securities, Inc.SunTrust Investment Services, Inc.06-11-2018
Paul Francis ShaughnessyMRP Capital Investments, LLCSunTrust Investment Services, Inc.05-30-2018
Geoffrey Ryan GoberWest Paces Advisors, Inc.SunTrust Investment Services, Inc.04-11-2018
Harold S SladeSynovus Securities, Inc.SunTrust Investment Services, Inc.04-02-2018
Robert Marion StricklandHighTower Securities, LLCSunTrust Investment Services, Inc.03-15-2018
William Dewayne NewbyCambridge Investment Research, Inc.SunTrust Investment Services, Inc.01-05-2018
Matthew Brian StahlCambridge Investment Research, Inc.SunTrust Investment Services, Inc.01-05-2018
John B DurdenCambridge Investment Research, Inc.SunTrust Investment Services, Inc.01-05-2018
William Keaton Alfred SamsRaymond JamesSunTrust Investment Services, Inc.$54010-18-2017
Natalie D SchweersSynovus Securities, Inc.SunTrust Investment Services, Inc.$10010-16-2017
Thomas Alfred Sams IiiRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$10009-22-2017
John Maynard BolenCambridge Investment Research, Inc.SunTrust Investment Services, Inc.08-25-2017
Lee Byron StebbinsCambridge Investment Research, Inc.SunTrust Investment Services, Inc.$10008-25-2017
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Showing 1 to 25 of 75 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.