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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Jeremy CartwrightSunTrust Investment Services, Inc.Ameriprise Financial Services, Inc.09-10-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Brian Thomas Huxhold BRIANSunTrust Investment Services, Inc.Schwab Private Client Investment Advisory, Inc.03-19-2018
Taylor Realino McbathSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2017
William Bruce Patteson Sr.SunTrust Investment Services, Inc.MML Investors Services, LLC06-01-2017
Andrew Jared VollmanSunTrust Investment Services, Inc.Nationwide Securities, LLC04-18-2017
Bryan James KagariseSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2017
Emerson Matthews 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, Inc.08-19-2016
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 Henry DillonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15004-04-2016
David Lamar Hallmark IIISunTrust Investment Services, Inc.BBVA Securities Inc.$103-04-2016
Jason Michael MacherSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$2501-19-2016
Warren Geoffery Rogers IISunTrust Investment Services, Inc.Fifth Third Securities, Inc.08-19-2015
Deborah Ann FreemanSunTrust Investment Services, Inc.FTB Advisors, Inc.08-03-2015
David Jay LambersSunTrust Investment Services, Inc.FTB Advisors, Inc.$15004-27-2015
Robert Michael Hebert Jr.SunTrust Investment Services, Inc.Cetera Investment Services LLC03-26-2015
Jay Todd JamisonSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-23-2015
Sharon DvirSunTrust Investment Services, Inc.TIAA-CREF Individual & Institutional Services, LLC01-06-2015
Stephen Kenneth ReevesSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2014
David Sylvan CooperSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC11-10-2014
Next Page »

Showing 1 to 25 of 62 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.