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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments$107-10-2019
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Christopher Robert GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Chauncey M CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Nicole Arshay HarperSunTrust Investment Services, Inc.PNC Investments06-15-2017
Kaye Ellen CrawfordSunTrust Investment Services, Inc.PNC Investments05-28-2014
Hugh Solomon Valentine Leslie VSunTrust Investment Services, Inc.PNC Investments$5001-24-2014
John Djung HoffmanSunTrust Investment Services, Inc.PNC Investments$2508-07-2013
Tiana Yvette Wells-LawsonSunTrust Investment Services, Inc.PNC Investments09-25-2012
George Martin DavisSunTrust Investment Services, Inc.PNC Investments$5004-26-2011
Cynthia Louise HillSunTrust Investment Services, Inc.PNC Investments06-30-2010
Waheed Anzar SiddiquiSunTrust Investment Services, Inc.PNC Investments02-26-2010

Showing 1 to 12 of 12 entries

Page 1

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.

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