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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron J. BurlesonSunTrust Investment Services, Inc.M&T Securities, Inc.05-03-2011
Anatoliy A. LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Anna Maria MirandaSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-29-2017
Antwyne D. DelondeSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2009
Brigid Mary KemmererSunTrust Investment Services, Inc.UBS Financial Services Inc.12-04-2015
Cameron Spencer BrowningSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-04-2016
Chad Wesley EberlySunTrust Investment Services, Inc.M&T Securities, Inc.02-28-2014
Charles Eugene Rucker Jr.SunTrust Investment Services, Inc.Capital One Investment Services LLC$2511-13-2014
Charles Frederick SmithSunTrust Investment Services, Inc.Morgan Stanley06-07-2017
Charles Jason BealSunTrust Investment Services, Inc.UBS Financial Services Inc.$5009-09-2016
Charles Timothy CummingsSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.$2505-26-2016
Chauncey M. CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Christopher R GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Christopher Russell WalterSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$5012-03-2014
Clayton David IrbySunTrust Investment Services, Inc.Edward Jones03-13-2017
Cynthia Louise HillSunTrust Investment Services, Inc.PNC Investments06-30-2010
Danny EmbreySunTrust Investment Services, Inc.Capital One Investment Services LLC06-03-2013
Daria Nikkole HerrellSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-10-2019
David Alexander DonnellySunTrust Investment Services, Inc.Ameriprise Financial Services, LLC$5001-05-2015
David Paul BrownSunTrust Investment Services, Inc.UBS Financial Services Inc.$5012-04-2015
Derek Cody SmithSunTrust Investment Services, Inc.Capital One Investment Services LLC10-26-2012
Desi Levon WyattSunTrust Investment Services, Inc.Morgan Stanley$5012-02-2013
Diane Marie MuhlerSunTrust Investment Services, Inc.Cetera Investment Services LLC12-09-2013
Eddy BlizzardSunTrust Investment Services, Inc.M&T Securities, Inc.06-13-2014
Emily Ann HersteinSunTrust Investment Services, Inc.M&T Securities, Inc.05-30-2014
Next Page »

Showing 1 to 25 of 87 entries

Page 1 | 2 | 3 | 4

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.