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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin Daniel VeverkaSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-08-2019
Donna Jean OxfordSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2018
Rachel Hill AshmanSunTrust Investment Services, Inc.Pruco Securities, LLC.11-02-2018
George Wells Boss Jr.SunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-05-2018
Michael David SinnottSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-05-2018
Patrick LongSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$17809-28-2018
Walter Armstrong Kennedy IVSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$2509-28-2018
Gary Leslie BargebuhrSunTrust Investment Services, Inc.Morgan Stanley$5008-24-2018
Luke J. BoudreaultSunTrust Investment Services, Inc.First Citizens Investor Services, Inc.04-30-2018
Michael Alan BoedekerSunTrust Investment Services, Inc.First Citizens Investor Services, Inc.04-24-2018
Christopher Ryan PerriSunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-02-2017
Andrew OrrSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-06-2017
Brad PinterSunTrust Investment Services, Inc.TIAA-CREF Individual & Institutional Services, LLC05-31-2017
Caleb W. RapeSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2017
Angela Michelle SimonSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-20-2017
Richard Scott TeshSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-31-2016
Elizabeth Ball MaddenSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC07-18-2016
Karen Clawges KahnSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-26-2016
William Scott FairclothSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC04-26-2016
Thomas Lester ClymerSunTrust Investment Services, Inc.PNC Investments04-15-2016
William Monroe BilesSunTrust Investment Services, Inc.Saybrus Equity Services, LLC04-07-2016
Cynthia Lou HarvardSunTrust Investment Services, Inc.Prudential Annuities Distributors, Inc03-25-2016
Alfred Joseph GonzalezSunTrust Investment Services, Inc.TIAA-CREF Individual & Institutional Services, LLC01-04-2016
Richard Lee Schmalz Jr.SunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-24-2015
Martin FrostSunTrust Investment Services, Inc.SunTrust Investment Services, Inc.09-25-2015
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Showing 1 to 25 of 86 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.