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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Steven EwersSunTrust Investment Services, Inc.Allstate Financial Services, LLC10-05-2011
Jeffrey Charles Mc CloskeySunTrust Investment Services, Inc.Ameriprise Financial Services, LLC07-20-2015
David Alexander DonnellySunTrust Investment Services, Inc.Ameriprise Financial Services, LLC$5001-05-2015
Herbert Lee Weith IVSunTrust Investment Services, Inc.AXA Advisors, LLC$1005-11-2010
Jonathan Landry AdamsSunTrust Investment Services, Inc.BB&T Investment Services, Inc.10-29-2014
Joseph W Rahall IVSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$2503-01-2013
Charles Eugene Rucker Jr.SunTrust Investment Services, Inc.Capital One Investment Services LLC$2511-13-2014
Danny EmbreySunTrust Investment Services, Inc.Capital One Investment Services LLC06-03-2013
Sidhant Krishan NandaSunTrust Investment Services, Inc.Capital One Investment Services LLC10-26-2012
Derek Cody SmithSunTrust Investment Services, Inc.Capital One Investment Services LLC10-26-2012
Matthew B. MainSunTrust Investment Services, Inc.Cetera Advisor Networks LLC06-19-2013
Diane Marie MuhlerSunTrust Investment Services, Inc.Cetera Investment Services LLC12-09-2013
Lori Ann ScottSunTrust Investment Services, Inc.Citigroup Global Markets Inc.08-15-2014
Rongxia ZhuSunTrust Investment Services, Inc.Citigroup Global Markets Inc.04-16-2014
Yu TangSunTrust Investment Services, Inc.Citigroup Global Markets Inc.12-16-2013
William Addison MorganSunTrust Investment Services, Inc.Citigroup Global Markets Inc.08-19-2013
Valbona K. Keja-DasilvaSunTrust Investment Services, Inc.Citizens Securities, Inc.07-25-2013
Tacy Ruth RobySunTrust Investment Services, Inc.Commonwealth Financial Network03-28-2018
Clayton David IrbySunTrust Investment Services, Inc.Edward Jones03-13-2017
Kenneth Ray GreenwoodSunTrust Investment Services, Inc.First Command Financial Planning, Inc.01-17-2014
Eric Thomas MangasarianSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.03-01-2013
Nikita A LodhaSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.02-08-2013
Jeffrey Scott WeaverSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.11-20-2012
Michael F FlorioSunTrust Investment Services, Inc.Lincoln Financial Distributors, Inc.06-13-2016
James Bowles PenderSunTrust Investment Services, Inc.LPL Financial LLC03-26-2019
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Showing 1 to 25 of 87 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.