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
Charles Edward KirvenSunTrust Investment Services, Inc.CNL Securities Corp.12-09-2019
Benjamin Tallman MaySunTrust Investment Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC08-16-2019
Matthew SherlockSunTrust Investment Services, Inc.VALIC Financial Advisors, Inc.03-25-2019
Hugh Grant AndersonSunTrust Investment Services, Inc.VALIC Financial Advisors, Inc.$2109-06-2018
Ryan Edward GeislerSunTrust Investment Services, Inc.Citizens Securities, Inc.08-28-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Lee Carver VaughanSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2018
Adam B. CriggerSunTrust Investment Services, Inc.MML Investors Services, LLC06-13-2018
Brian T HuxholdSunTrust Investment Services, Inc.Schwab Private Client Investment Advisory, Inc.03-19-2018
Jeffery Carl FactorSunTrust Investment Services, Inc.Raymond James & Associates, Inc.10-19-2017
Taylor Realino McBathSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2017
Bradford Harry Buckshorn IIISunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2017
William Bruce Patteson Sr.SunTrust Investment Services, Inc.MML Investors Services, LLC06-01-2017
Bryan James KagariseSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2017
Emerson Matthew BrownSunTrust Investment Services, Inc.Brown Associates, Inc.04-11-2017
Sam G. Garrard IIISunTrust Investment Services, Inc.Investment Professionals, Inc.$5003-27-2017
Angela Leanne DavisSunTrust Investment Services, Inc.U.S. Bancorp Investments, Inc.11-23-2016
Michael Donahue FreiburgSunTrust Investment Services, Inc.J.P. Morgan Securities LLC09-23-2016
Sean Patrick KeaneSunTrust Investment Services, Inc.Ameriprise Financial Services, LLC08-19-2016
Jonathan Daniel SmalleySunTrust Investment Services, Inc.Cetera Investment Services LLC07-25-2016
Trista Marie AllisonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.06-16-2016
Thomas H. DillonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-04-2016
David Lamar Hallmark IIISunTrust Investment Services, Inc.BBVA Securities Inc.03-04-2016
Jason Michael MacherSunTrust Investment Services, Inc.Fifth Third Securities, Inc.01-19-2016
Warren Geoffery Rogers IISunTrust Investment Services, Inc.Fifth Third Securities, Inc.08-19-2015
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Showing 1 to 25 of 68 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.