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
Daniela A AmarMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-17-2020
Elizabeth Andes BrownCetera Advisor Networks LLCSunTrust Investment Services, Inc.$15001-06-2020
Jonathon Mark GunnHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.10-09-2019
Francis MoranBridgemark Wealth ManagementSunTrust Investment Services, Inc.08-16-2019
Jonathan C. WangHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.07-24-2019
Nina Anandi BlanchardSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.05-23-2019
Charles Gerald WalkerStratWealthSunTrust Investment Services, Inc.02-11-2019
Diane Marie MuhlerSecurian Financial Services, Inc.SunTrust Investment Services, Inc.$15012-27-2018
Danny EmbreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$2512-13-2018
Sandra Lee LoysMorgan StanleySunTrust Investment Services, Inc.07-19-2018
Charles Leon Fuller Jr.Raymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-11-2018
Kirk D BROOKSRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.06-22-2018
Steven Michael GoldbergLincoln Financial Advisors CorporationSunTrust Investment Services, Inc.$10006-20-2018
Patricia Ann AlmonyEquity Services, Inc.SunTrust Investment Services, Inc.06-19-2018
William S. PeacockMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.06-05-2018
Joseph W Rahall IVWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$2505-18-2018
Jeffrey Alan HamiltonPNC InvestmentsSunTrust Investment Services, Inc.$5012-13-2017
Yu TangSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.09-08-2017
Chad Wesley EberlyRBC Capital Markets, LLCSunTrust Investment Services, Inc.09-05-2017
David Michael PlasseM&T Securities, Inc.SunTrust Investment Services, Inc.06-07-2017
Primus Injeel CokleyLPL Financial LLCSunTrust Investment Services, Inc.05-22-2017
Antony WykesMorgan StanleySunTrust Investment Services, Inc.04-07-2017
Merri E. ToulasMorgan StanleySunTrust Investment Services, Inc.$5004-03-2017
Annette Marie NicolayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-16-2017
Emily Ann HersteinJemma Financial ServicesSunTrust Investment Services, Inc.02-16-2017
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Showing 1 to 25 of 64 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.