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
Sonia Claudia Barbalho CrumplerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1,00011-09-2018
Ashley Corbin DentFifth Third Securities, Inc.SunTrust Investment Services, Inc.02-12-2018
John Wesley MooreINVEST Financial CorporationSunTrust Investment Services, Inc.09-13-2017
John Maynard BolenCambridge Investment Research, Inc.SunTrust Investment Services, Inc.$5008-25-2017
Derek Rudolf D'AlonzoAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.08-24-2017
Andrew James HillHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Michael Todd HoffmanBB&T Securities, LLCSunTrust Investment Services, Inc.$2506-02-2017
Tripp Alexander Mullen IIIIFG Advisory, LLCSunTrust Investment Services, Inc.05-19-2017
John Eugene BishopRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$1005-18-2017
Shane Monquel SpellsLPL Financial LLCSunTrust Investment Services, Inc.04-24-2017
Steve Eric WardLPL Financial LLCSunTrust Investment Services, Inc.$5003-30-2017
Arthur Putnam ReamSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.12-01-2016
Stephen Andrew KellySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-30-2016
Juan Carlos CastilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.08-03-2016
Michael Michael DambrosioStrategic Advisers LLCSunTrust Investment Services, Inc.07-22-2016
Andrew Robert Gay Jr.Synovus Securities, Inc.SunTrust Investment Services, Inc.$15006-20-2016
Christopher Joseph TyraWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-20-2016
James Russell Davidson Sr.Synovus Securities, Inc.SunTrust Investment Services, Inc.$106-20-2016
Alfred Ponder Jr.HD Vest Investment ServicesSunTrust Investment Services, Inc.$10004-29-2016
Paul Michael ScaglioneWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$5003-22-2016
Todd Emil BellocchioSynovus Securities, Inc.SunTrust Investment Services, Inc.02-24-2016
Mark Coolidge BoyerLincoln Financial Advisors CorporationSunTrust Investment Services, Inc.01-22-2016
Johnathan Edwin MitchellBB&T INVESTMENT SERVICES, INC.SunTrust Investment Services, Inc.12-07-2015
Nicole Suzanne ReardonLPL Financial LLCSunTrust Investment Services, Inc.10-30-2015
Matthew Arthur WoodhouseVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.09-09-2015
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Showing 1 to 25 of 86 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.


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