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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alfred Ponder Jr.Avantax Investment Services, Inc.SunTrust Investment Services, Inc.04-29-2016
Allison Dowdy ParsonsSynovus Securities, Inc.SunTrust Investment Services, Inc.$15008-21-2018
Andrew James HillHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Andrew Robert Gay Jr.Synovus Securities, Inc.SunTrust Investment Services, Inc.$1006-20-2016
Anne Russell Calvert BazzelGoldman Sachs & Co.SunTrust Investment Services, Inc.07-19-2019
Arthur Bussey BickerstaffSynovus Securities, Inc.SunTrust Investment Services, Inc.07-12-2018
Artra Youghmon YoungJ.P. Morgan Securities LLCSunTrust Investment Services, Inc.06-13-2013
Ashley Corbin DentFifth Third Securities, Inc.SunTrust Investment Services, Inc.02-12-2018
Barbara Jean BorowskyJ.P. Turner & Company, L.L.C.SunTrust Investment Services, Inc.05-25-2009
Barry Howard PhillipsEdward JonesSunTrust Investment Services, Inc.05-09-2019
Beau B SkaggsE*TRADE Securities LLCSunTrust Investment Services, Inc.02-06-2020
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-27-2012
Benito Canales IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-01-2014
Bradley Paul CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-27-2013
Brent Matthew JarzenInvestment Professionals, Inc.SunTrust Investment Services, Inc.05-26-2015
Brett A. PowerFidelity Brokerage Services LLCSunTrust Investment Services, Inc.10-12-2010
Brian Patrick JohnstonPurshe Kaplan Sterling InvestmentsSunTrust Investment Services, Inc.05-15-2015
Brian Richard BuzunWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.10-08-2010
Charlene HollandMorgan StanleySunTrust Investment Services, Inc.05-22-2015
Chitra Jay PatelWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-04-2013
Christina U. AndrzejewskiHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Christopher Dean ChanceMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$15006-21-2013
Christopher Jerome ManziSynovus Securities, Inc.SunTrust Investment Services, Inc.10-21-2013
Christopher Joseph TyraWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-20-2016
Christopher Todd RudzinskiFidelity Brokerage Services LLCSunTrust Investment Services, Inc.01-15-2016
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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.