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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel Scobel ShoberSynovus Securities, Inc.Cetera Investment Services LLC08-19-2019
Bonnie SalusSynovus Securities, Inc.Citigroup Global Markets Inc.08-19-2019
STEPHEN ANDREW FRICK JR.Synovus Securities, Inc.SunTrust Investment Services, Inc.08-14-2019
Fabrizio Gerardo SanchezSynovus Securities, Inc.LPL Financial LLC$50008-08-2019
Erika Skarlet SpeightSynovus Securities, Inc.Nationwide Investment Services Corporation08-05-2019
Sadia Jennifer MarschSynovus Securities, Inc.BB&T Securities, LLC08-01-2019
Thomas Alfred WalshSynovus Securities, Inc.SunTrust Investment Services, Inc.$15007-31-2019
Robert Peyton HaleySynovus Securities, Inc.Morgan Stanley$25007-31-2019
Ryan Matthew YoungSynovus Securities, Inc.SunTrust Advisory Services, Inc.$25007-31-2019
Michael Douglas CroweSynovus Securities, Inc.SunTrust Investment Services, Inc.07-31-2019
Archie Lee Thompson Jr.Synovus Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-27-2019
Carolyn Jean BrewerSynovus Securities, Inc.SunTrust Investment Services, Inc.$15006-26-2019
Brian Edward MontalbanoSynovus Securities, Inc.SunTrust Investment Services, Inc.$10006-14-2019
Tonya Delora KropoffSynovus Securities, Inc.SunTrust Investment Services, Inc.$10006-14-2019
Wade Vincent KrempelSynovus Securities, Inc.SunTrust Advisory Services, Inc.$10006-14-2019
James Albert Meiron Jr.Synovus Securities, Inc.SunTrust Advisory Services, Inc.$15006-14-2019
Keith William GarnerSynovus Securities, Inc.SunTrust Advisory Services, Inc.06-14-2019
Jeffrey Dean ParksSynovus Securities, Inc.SunTrust Advisory Services, Inc.06-14-2019

Showing 1 to 18 of 18 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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