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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Sean BurkeFifth Third Securities, Inc.Synovus Securities, Inc.06-22-2009
Christian Patrick DepriestFifth Third Securities, Inc.UBS Financial Services Inc.$10012-02-2009
Tracey Horner PearsonFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC03-29-2010
Britt Alan WoodsFifth Third Securities, Inc.The Huntington Investment Company05-11-2010
Mark Stephen MeyerFifth Third Securities, Inc.SunTrust Investment Services, Inc.08-13-2010
Elisa Denise JonesFifth Third Securities, Inc.Securities America, Inc.05-16-2011
Brenda Kay BlancoFifth Third Securities, Inc.Morgan Keegan & Company, Inc.08-25-2011
Jody Lynn MangFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2013
Laura Kaczor StevensFifth Third Securities, Inc.MML Investors Services, LLC10-10-2013
Robert Michael CookFifth Third Securities, Inc.Cetera Investment Services LLC10-11-2013
Robert Brian BrushFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC02-14-2014
Nicholas Wayne HodgeFifth Third Securities, Inc.First Horizon Advisors, Inc.03-03-2014
Brian Ray DunstonFifth Third Securities, Inc.HMS Investment Advisors08-06-2014
John Matthew ClinardFifth Third Securities, Inc.Pruco Securities, LLC.12-19-2014
Warren Geoffery Rogers IIFifth Third Securities, Inc.J.P. Morgan Securities LLC03-18-2015
Lynard Eugene HollandFifth Third Securities, Inc.Edward Jones$1007-14-2016
Chester Michael Waggoner Jr.Fifth Third Securities, Inc.SunTrust Investment Services, Inc.05-08-2017
Adam Shane BreazealeFifth Third Securities, Inc.CUNA Brokerage Services, Inc.12-13-2017
Warren Geoffery Rogers IIFifth Third Securities, Inc.SunTrust Investment Services, Inc.03-28-2019
Trista Marie AllisonFifth Third Securities, Inc.SunTrust Investment Services, Inc.03-29-2019
Joel A. Van BelkomFifth Third Securities, Inc.TD Ameritrade, Inc.04-23-2019
Paul Michael NewellFifth Third Securities, Inc.SunTrust Advisory Services, Inc.04-26-2019
Taylor Realino McBathFifth Third Securities, Inc.SunTrust Investment Services, Inc.10-10-2019
Jared M. CasonFifth Third Securities, Inc.SunTrust Investment Services, Inc.12-05-2019

Showing 1 to 24 of 24 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.