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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elizabeth Hackney WhitselFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.09-10-2020
Vickie H CollinsFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-27-2020
Richard Donald Dove IIFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-27-2020
Meralyn RatnasekeraFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-27-2020
Justin S PerriFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-27-2020
Michael JJ BryantFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-20-2020
Steven Joseph BowersFirst Horizon Advisors, Inc.SunTrust Investment Services, Inc.07-20-2020
Sandra Lynn OKeefeFirst Citizens Investor Services, Inc.SunTrust Investment Services, Inc.07-29-2019
Charles SmithFifth Third Securities, Inc.SunTrust Investment Services, Inc.04-01-2019
Anne Murray LloydWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.03-29-2019
Christopher Robert GruinWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.10-12-2018
Gary Craig CrenshawRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$1,00008-24-2018
Tabitha J ConcepcionBB&T Securities, LLCSunTrust Investment Services, Inc.08-15-2018
Theodore Robert CetolaCharles Schwab & Co., Inc.SunTrust Investment Services, Inc.05-08-2018
Irene Story ChandlerLPL Financial LLCSunTrust Investment Services, Inc.05-01-2018
Brian Robert PomanteBB&T Securities, LLCSunTrust Investment Services, Inc.04-09-2018
Pamela Foreman WrightFirst Citizens Investor Services, Inc.SunTrust Investment Services, Inc.04-03-2018
Christopher Ryan PerriPNC InvestmentsSunTrust Investment Services, Inc.03-27-2018
Martin FrostFSC Securities CorporationSunTrust Investment Services, Inc.03-19-2018
Nicole June RobertsonFSC Securities CorporationSunTrust Investment Services, Inc.02-14-2018
Jared Edward NewmanCetera Investment Services LLCSunTrust Investment Services, Inc.01-12-2018
Kristina Lynn PyleWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.11-02-2017
Nic Nielsen Jeff WaltersIndependent Advisor Alliance, LLCSunTrust Investment Services, Inc.$12509-01-2017
Jeffrey Michael WaltersLPL Financial LLCSunTrust Investment Services, Inc.09-01-2017
Nicholas Arthur NielsenIndependent Advisor Alliance, LLCSunTrust Investment Services, Inc.09-01-2017
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Showing 1 to 25 of 53 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.