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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bonnie Louise SeagleSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-15-2016
Andrew Paul CastellanoSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-15-2016
Larry Gale WoodsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-15-2016
James Allen Mills Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Brian Edward GatesSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
William Jacob JohnsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Gray Southwick GuySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-19-2016
Elizabeth L. CalamanSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-20-2016
Gregory Lee AddisonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-20-2016
Carol Lynn RobbinsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-20-2016
James Joseph McCormackSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Robert Earl TurnerSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Kimberly Ann CimburkeSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Jamie Lynn HudginsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Robert Titus Boyce IIISunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Lori Beth BrownSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Erin Hope MillsSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Carol Hodges MooreSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Sophia Verdekal O'NealSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Bunchan TomSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Wendy F. IngeSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-21-2016
Kathleen Seifert GravesSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-27-2016
Eun Joo FentonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-27-2016
Tonya CrostonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-27-2016
Frederic Aroyce Berry IIISunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-27-2016
Next Page »

Showing 1 to 25 of 34 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.

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