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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alberto E. HernandezM&T Securities, Inc.SunTrust Investment Services, Inc.04-02-2018
Amy Leigh CantrellAXA Advisors, LLCSunTrust Investment Services, Inc.$10002-02-2010
Andrew Lee CoatsCitigroup Global Markets Inc.SunTrust Investment Services, Inc.$14709-25-2012
Andrew Thomas SchenkerInvestment Centers of America, Inc.SunTrust Investment Services, Inc.08-15-2014
Anthony Ghassan RaadCetera Advisors LLCSunTrust Investment Services, Inc.02-12-2016
Anton L ReeseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.10-28-2014
Barbara Lloydette SpadyRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-30-2012
Benjamin Chadwick SummersLPL Financial LLCSunTrust Investment Services, Inc.$50012-09-2011
Bernard Hwang NgoRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.08-30-2012
Bilal JanHSBC Securities (USA) Inc.SunTrust Investment Services, Inc.11-06-2013
Brandon WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.$15011-15-2017
Brenda A. YoungLPL Financial LLCSunTrust Investment Services, Inc.$10006-04-2014
Brian Keith WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.01-08-2009
Brian Patrick AdamsRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.07-09-2014
Brian Ronald KucskarMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-20-2019
Christopher Edward ThomasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.$10004-05-2010
Christopher Michael SpearmanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.$50008-07-2014
Christopher Todd HenryMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-13-2018
Clarence Buford Taylor Jr.BB&T Securities, LLCSunTrust Investment Services, Inc.$10001-15-2016
Cline Edward ReasorScott & Stringfellow, LLCSunTrust Investment Services, Inc.09-30-2011
Corey Mccabe HeckWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.$50004-05-2010
Daniel Aaron Morgan PriceBB&T Securities, LLCSunTrust Investment Services, Inc.05-15-2015
Daniel Loftin CarlileRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$10008-30-2012
David B LandoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.$50011-13-2009
David Matthew WalkerLPL Financial LLCSunTrust Investment Services, Inc.04-26-2010
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Showing 1 to 25 of 111 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.