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
Aaron J. BurlesonAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.12-20-2012
Annette Marie NicolayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-16-2017
Antony WykesMorgan StanleySunTrust Investment Services, Inc.04-07-2017
Antwyne D. DelondeMorgan StanleySunTrust Investment Services, Inc.05-10-2010
Beverly Darlene ThomasPNC InvestmentsSunTrust Investment Services, Inc.03-01-2012
Brian Phillip GibbonsWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$5009-28-2009
Brian Thomas LutzBanc of America Investment Services, Inc.SunTrust Investment Services, Inc.01-09-2009
Bruce Clay FletcherKestra Investment Services, LLCSunTrust Investment Services, Inc.01-25-2012
Cameron Spencer BrowningTIAA-CREF Individual & Institutional Services, LLCSunTrust Investment Services, Inc.12-16-2016
Chad Wesley EberlyRBC Capital Markets, LLCSunTrust Investment Services, Inc.09-05-2017
Charles Gerald WalkerStratWealthSunTrust Investment Services, Inc.02-11-2019
Charles Leon Fuller Jr.Raymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-11-2018
Charles Wayne Coffey Jr.Wells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.02-20-2015
Chetna Vasant ShahMML Investors Services, LLCSunTrust Investment Services, Inc.09-09-2009
Chrystin M. WilliamsMetLife Securities Inc.SunTrust Investment Services, Inc.01-07-2015
Crystal Sage BarkerPNC InvestmentsSunTrust Investment Services, Inc.$1003-03-2015
Daniela A AmarMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-17-2020
Danny EmbreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$2512-13-2018
David Michael PlasseM&T Securities, Inc.SunTrust Investment Services, Inc.06-07-2017
David Michael ThomeMorgan StanleySunTrust Investment Services, Inc.02-01-2012
Diane Marie MuhlerSecurian Financial Services, Inc.SunTrust Investment Services, Inc.$15012-27-2018
Elaine BatangWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.02-08-2011
Elizabeth Andes BrownCetera Advisor Networks LLCSunTrust Investment Services, Inc.$15001-06-2020
Emily Ann HersteinJemma Financial ServicesSunTrust Investment Services, Inc.02-16-2017
Eric William D'DioPNC InvestmentsSunTrust Investment Services, Inc.07-28-2011
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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.