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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Antwyne D. DelondeSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2009
Gregory Stewart BrentSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC08-05-2009
Waheed A. SiddiquiSunTrust Investment Services, Inc.PNC Investments02-26-2010
Kevin David SwainSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-30-2010
Herbert Lee Weith IVSunTrust Investment Services, Inc.AXA Advisors, LLC$1005-11-2010
Cynthia Louise HillSunTrust Investment Services, Inc.PNC Investments06-30-2010
George Martin DavisSunTrust Investment Services, Inc.PNC Investments04-26-2011
Troy Martin BroadbentSunTrust Investment Services, Inc.M&T Securities, Inc.05-03-2011
Aaron J. BurlesonSunTrust Investment Services, Inc.M&T Securities, Inc.05-03-2011
Jared Frank ThomasSunTrust Investment Services, Inc.Scottrade, Inc.06-16-2011
John David Mindnich Jr.SunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2011
William Steven EwersSunTrust Investment Services, Inc.Allstate Financial Services, LLC10-05-2011
Mary Katherine GouveiaSunTrust Investment Services, Inc.Morgan Keegan & Company, Inc.12-02-2011
Kenneth Foster BrownSunTrust Investment Services, Inc.M&T Securities, Inc.$2504-27-2012
Tiana Yvette Wells-LawsonSunTrust Investment Services, Inc.PNC Investments09-25-2012
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
Gabriel Xavier AdamsSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$2511-09-2012
Jeffrey Scott WeaverSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.11-20-2012
Nikita A LodhaSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.02-08-2013
Eric Thomas MangasarianSunTrust Investment Services, Inc.HSBC Securities (USA) Inc.03-01-2013
Joseph W Rahall IVSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$2503-01-2013
Danny EmbreySunTrust Investment Services, Inc.Capital One Investment Services LLC06-03-2013
Tyrone Adolph ChaplinSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-19-2013
Matthew B. MainSunTrust Investment Services, Inc.Cetera Advisor Networks LLC06-19-2013
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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.