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
Aimee Wall ChesterBB&T Investment Services, Inc.SunTrust Investment Services, Inc.05-05-2011
Alan Karl MajakBB&T Investment Services, Inc.SunTrust Investment Services, Inc.11-20-2012
Alison White WilseyThrivent Investment Management Inc.SunTrust Investment Services, Inc.04-22-2013
Anne Murray LloydWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.03-29-2019
April Phillips HuffinesPNC InvestmentsSunTrust Investment Services, Inc.06-03-2013
Arthur Wayne McLeodBB&T Investment Services, Inc.SunTrust Investment Services, Inc.08-06-2009
Atif M. SakraniBB&T Investment Services, Inc.SunTrust Investment Services, Inc.09-05-2012
Barry Vaughn BondWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$10008-22-2012
Brentley Elliott PriddyBB&T Investment Services, Inc.SunTrust Investment Services, Inc.03-08-2010
Brian Scott GreerLPL Financial LLCSunTrust Investment Services, Inc.01-17-2014
Brooke Garrett TillerWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.08-09-2010
Carl Randy RodgersRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$2501-24-2011
Charles Caleb FackrellWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.12-07-2009
Charles Warren SmithFifth Third Securities, Inc.SunTrust Investment Services, Inc.04-01-2019
Christopher R GruinWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.10-12-2018
Christopher Ryan PerriPNC InvestmentsSunTrust Investment Services, Inc.03-27-2018
Cynthia B. GalvanFidelity Brokerage Services LLCSunTrust Investment Services, Inc.12-09-2015
Danny Lee PiggeAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.$5006-15-2015
Darren Barnhart WoomerWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.08-16-2010
David Scott BowenFirst Citizens Investor Services, Inc.SunTrust Investment Services, Inc.02-09-2017
Deborah Metcalfe AikenFifth Third Securities, Inc.SunTrust Investment Services, Inc.01-15-2015
Derek Scott McGinthyFidelity Brokerage Services LLCSunTrust Investment Services, Inc.09-16-2015
Diane Blakeney BonnerWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-10-2013
Diane M. StaplesWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.10-15-2010
Eric David MattinsonSemmax Financial Advisors, Inc.SunTrust Investment Services, Inc.01-15-2013
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Showing 1 to 25 of 107 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.