DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Suntrust Investment Services, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Christopher Charles Sherman	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 27, 2017	Jun 15, 2017 (139 d)
Heather Rene Sickler	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 26, 2017	Aug 2, 2017 (188 d)
Russell Scott Blum	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Jan 6, 2017	Dec 22, 2016
David James Vigil	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Apr 4, 2017 (88 d)
Erin Rebecca Hajdu	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Apr 4, 2017 (88 d)
Ritesh Upadhyaya	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Feb 2, 2017
Val Janschutz	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Jan 6, 2017
Alexandra Druskin	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Jan 6, 2017
Richard James Knight	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Jan 6, 2017	Jan 3, 2017
Hong Anh Mcgill	Suntrust Investment Services, Inc. other	Oppenheimer & Co. Inc. BD affiliated	Other	Dec 31, 2016	May 9, 2023 (2320 d)
Michael Eugene Pearson	Suntrust Investment Services, Inc. other	Gfo Advisory Services, LLC other	Other	Dec 31, 2016	Jun 28, 2016
Samuel Whitfield Hodges	Suntrust Investment Services, Inc. other	LPL Financial LLC BD affiliated	Other	Dec 31, 2016	Apr 6, 2021 (1557 d)
Thomas Kerr Atkinson	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 31, 2016	Jan 6, 2020 (1101 d)
Betty Martin	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 29, 2016	Oct 25, 2016
Stephanie Griffith Lyman	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 22, 2016	Sep 19, 2016
Charles Harris Lowe	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 21, 2016	Sep 19, 2016
Mark Richard Mayer	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 21, 2016	Sep 21, 2016
Charles Ernest Weinrich	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 17, 2016	Aug 16, 2016
Delfina Guerra Buenrostro	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 17, 2016	Sep 26, 2016
Andrew Malone Ewing	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 15, 2016	Sep 7, 2016
Teresa A Johnson	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Nov 4, 2016	Sep 20, 2016
Kevin Sean Murray	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 27, 2016	Aug 16, 2016
Frederick William Stansberry	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 27, 2016	Sep 12, 2016
Daniel Dinkins	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 20, 2016	Sep 9, 2016
Edward Lonnie Dover	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 19, 2016	Aug 18, 2016
Yvette Cummings Heatly	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 12, 2016	Sep 14, 2016
Howard Aaron Rudolph	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 12, 2016	Sep 20, 2016
Celeste Kathleen Byers	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 6, 2016	Aug 31, 2016
Timothy Penn Nugent	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 4, 2016	Sep 14, 2016
Christina Marie Raya	Suntrust Investment Services, Inc. other	Td Private Client Wealth LLC other	Other	Sep 30, 2016	Oct 17, 2016
Allison M Taylor	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 30, 2016	Sep 21, 2016
Roger Dale Davis	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 20, 2016	Sep 9, 2016
Rae Denise Haulk Davis	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 20, 2016	Sep 9, 2016
Terrell Clayton Boone	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 20, 2016	Sep 12, 2016
Hitesh Ghangus	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 19, 2016	Aug 31, 2016
Joseph Luis Hage	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 16, 2016	Sep 12, 2016
Christopher Michael Wilkinson	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Sep 12, 2016	Sep 12, 2016
Michael Alan Boedeker	Suntrust Investment Services, Inc. other	First Citizens Investor Services, Inc. other	Other	Sep 9, 2016	Oct 6, 2016
Andrew D Winaker	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 8, 2016	Sep 22, 2016
Bryan Benjamin Bolton	Suntrust Investment Services, Inc. other	First Horizon Advisors, Inc other	Other	Sep 1, 2016	Sep 16, 2016
Nickles Gregory Spryn	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 31, 2016	Sep 1, 2016
Molly M Cloud	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Aug 30, 2016	Aug 26, 2016
David Scott Bowen	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 26, 2016	Jul 24, 2023 (2523 d)
Jennifer Marie Skiles	Suntrust Investment Services, Inc. other	First Horizon Advisors, Inc other	Other	Aug 1, 2016	Sep 7, 2016 (37 d)
Shelly Halford Baker	Suntrust Investment Services, Inc. other	Raymond James & Associates, Inc. national BD	Other	Jul 29, 2016	Jul 26, 2016
Richard Edward Tanner	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 22, 2016	Jul 15, 2016
Kevin Scott Seay	Suntrust Investment Services, Inc. other	Kanawha Capital Management, LLC other	Other	Jul 19, 2016	Aug 2, 2016
Tracy Lewis Randle	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 11, 2016	Jul 6, 2016
Ezra Corbin Amiss	Suntrust Investment Services, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Jul 7, 2016	Jun 30, 2016
Matthew Edward Gaffey	Suntrust Investment Services, Inc. other	Spire Wealth Management, LLC other	Other	Jul 7, 2016	Jul 18, 2016
Fabio Vozila	Suntrust Investment Services, Inc. other	Hsbc Securities (USA) Inc. other	Other	Jun 24, 2016	Jul 1, 2016
Lisa Marie Wilson	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	Jun 20, 2016	Jul 6, 2016
Erik Kenneth Steudle	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 20, 2016	Apr 27, 2017 (311 d)
Andrew Robert Gay	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	Jun 17, 2016	Jul 6, 2016
James Russell Davidson	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	Jun 17, 2016	Jul 6, 2016
Melodi A Cupp	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 17, 2016	Jul 20, 2016 (33 d)
Tobias Allan Meek	Suntrust Investment Services, Inc. other	Invest Financial Corporation other	Other	Jun 10, 2016	Jul 13, 2016 (33 d)
Matthew Joseph Buckley	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jun 3, 2016	Jun 16, 2016
Brian Scott Miller	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Jun 3, 2016	May 24, 2016
Christopher M Clark	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 1, 2016	Jun 20, 2016

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1,075 moves match.