DFX Intelligence

RIA Intelligence

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
Jason Scott Adams	Suntrust Investment Services, Inc. other	Cetera Investment Services LLC other	Other	Apr 30, 2013	Aug 26, 2013 (118 d)
Phillip Nelson	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 29, 2013	May 14, 2013
Eric A Keller	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 22, 2013	Apr 19, 2013
Stephen Berrocal	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Apr 18, 2013	Aug 24, 2016 (1224 d)
David Michael Maggio	Suntrust Investment Services, Inc. other	Personal Financial Profiles Inc other	Other	Apr 5, 2013	May 3, 2013
Shahriar Ahmed Chowdhury	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 4, 2013	Mar 22, 2013
Bonnie Baldauf Parker	Suntrust Investment Services, Inc. other	Osaic Institutions, Inc. other	Other	Mar 28, 2013	Jun 18, 2013 (82 d)
Porfirio Eduardo Perez	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Mar 11, 2013	Mar 6, 2013
Giuseppe Riggi	Suntrust Investment Services, Inc. other	Equitable Advisors, LLC national BD	Other	Mar 5, 2013	Mar 1, 2013
Alice Martin Winters	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Mar 1, 2013	Mar 1, 2013
Melissa Deanne Rimsky	Suntrust Investment Services, Inc. other	Pnc Wealth Management other	Other	Feb 25, 2013	Mar 19, 2013
Gladys Valentin Klevgard	Suntrust Investment Services, Inc. other	Equitable Advisors, LLC national BD	Other	Feb 25, 2013	Feb 14, 2013
Dustin Paul Mcarthur	Suntrust Investment Services, Inc. other	Southbridge other	Other	Feb 8, 2013	Feb 12, 2015 (734 d)
Sara Anne Soucie	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 29, 2013	Apr 16, 2013 (77 d)
Gary Marshall Friedman	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jan 24, 2013	Jan 23, 2013
Catherine Sanchez Genty	Suntrust Investment Services, Inc. other	Equitable Advisors, LLC national BD	Other	Jan 23, 2013	Nov 12, 2013 (293 d)
Brian Paul Smith	Suntrust Investment Services, Inc. other	Strategic Advisers LLC national BD	Other	Jan 10, 2013	Mar 21, 2013 (70 d)
John Patrick Dennis	Suntrust Investment Services, Inc. other	Osaic Institutions, Inc. other	Other	Jan 9, 2013	Jan 2, 2013
Aaron Jacob Burleson	Suntrust Investment Services, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Jan 2, 2013	Dec 20, 2012
J. Brian Glaze	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Dec 19, 2012	Dec 14, 2012
Keri Gage	Suntrust Investment Services, Inc. other	UBS Financial Services Inc. wirehouse	Other	Dec 17, 2012	Dec 6, 2012
Kathleen Wilson Tillman	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 29, 2012	Nov 27, 2012
Kristol Monique Luke	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Nov 19, 2012	Nov 20, 2012
Robert Preston Martin	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Nov 19, 2012	Jan 15, 2013 (57 d)
Herbert Leo Modrak	Suntrust Investment Services, Inc. other	Cary Street Partners other	Other	Nov 19, 2012	Feb 1, 2013 (74 d)
Katherine E. Shepard	Suntrust Investment Services, Inc. other	MML Investors Services, LLC other	Other	Nov 15, 2012	Apr 3, 2013 (139 d)
Eleanor Golembe	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 15, 2012	Mar 21, 2013 (126 d)
Renee Marie Maloney	Suntrust Investment Services, Inc. other	Fifth Third Securities, Inc. other	Other	Nov 8, 2012	Jan 15, 2013 (68 d)
Sarah Katherine Howard	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 7, 2012	Nov 1, 2012
Thomas Mclemore Carroll	Suntrust Investment Services, Inc. other	Gfo Advisory Services, LLC other	Other	Nov 5, 2012	Jan 23, 2013 (79 d)
Michael Abraham Woocher	Suntrust Investment Services, Inc. other	Gfo Advisory Services, LLC other	Other	Nov 5, 2012	Nov 21, 2012
Deshunnon Thomas	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 2, 2012	Jul 31, 2013 (271 d)
Catherine Ann Bryant	Suntrust Investment Services, Inc. other	Pnc Wealth Management other	Other	Oct 26, 2012	May 28, 2013 (214 d)
Toeanzar Markquack Norment	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Oct 9, 2012	Oct 18, 2012
Andrew L Coats	Suntrust Investment Services, Inc. other	Citigroup Global Markets Inc. other	Other	Oct 5, 2012	Sep 25, 2012
Glenn M Bradley	Suntrust Investment Services, Inc. other	First Tennessee Advisory Services, Inc. other	Other	Sep 25, 2012	Oct 15, 2012
Julieta L Smith	Suntrust Investment Services, Inc. other	Voya Investment Management Co. LLC other	Other	Sep 24, 2012	Oct 2, 2012
Charles David Houston	Suntrust Investment Services, Inc. other	Edward Jones national BD	Other	Sep 21, 2012	Oct 1, 2012
Shannon Sayles Carter	Suntrust Investment Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Sep 18, 2012	Aug 22, 2014 (703 d)
Todd Elliott Smith	Suntrust Investment Services, Inc. other	E*Trade Capital Management, LLC other	Other	Sep 13, 2012	Sep 21, 2012
Robin Lynn Tugwell	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Sep 11, 2012	Sep 27, 2012
Barbara Lloydette Spady	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Sep 11, 2012	Sep 11, 2012
Caroline Rainey Sorokos	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Sep 11, 2012	Sep 28, 2012
Paula Gallagher Moseley	Suntrust Investment Services, Inc. other	Touchstone Advisors Inc other	Other	Sep 10, 2012	Sep 5, 2013 (360 d)
Matthew D Kwartler	Suntrust Investment Services, Inc. other	Strategic Advisers LLC national BD	Other	Sep 6, 2012	Oct 9, 2012 (33 d)
Jeffrey L Flowers	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Sep 4, 2012	Sep 6, 2012
Patrick Albert Faulkner	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Aug 31, 2012	Aug 31, 2012
Daniel Loftin Carlile	Suntrust Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Aug 31, 2012	Aug 31, 2012
Michel Cowdery	Suntrust Investment Services, Inc. other	Barclays Capital Inc. other	Other	Aug 29, 2012	Aug 27, 2012
Rock Navamuel	Suntrust Investment Services, Inc. other	Advice And Planning Services other	Other	Aug 24, 2012	Sep 14, 2012
Dale Cash Teat	Suntrust Investment Services, Inc. other	Barclays Capital Inc. other	Other	Aug 21, 2012	Aug 20, 2012
Scott William Macolino	Suntrust Investment Services, Inc. other	Barclays Capital Inc. other	Other	Aug 21, 2012	Aug 20, 2012
Marcus Eugene Atkinson	Suntrust Investment Services, Inc. other	First Citizens Investor Services, Inc. other	Other	Aug 21, 2012	Aug 27, 2012
Christopher Allen Pierce	Suntrust Investment Services, Inc. other	Barclays Capital Inc. other	Other	Aug 21, 2012	Aug 20, 2012
Steven Peter Ganan	Suntrust Investment Services, Inc. other	E*Trade Capital Management, LLC other	Other	Aug 20, 2012	Aug 21, 2012
Kara Cioffi	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 15, 2012	Jul 9, 2014 (693 d)
Yolanda Beal Cintron	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 13, 2012	Aug 13, 2012
Atif Mohammed Sakrani	Suntrust Investment Services, Inc. other	Bb&T Investment Services, Inc. no RAUM	Other	Aug 13, 2012	Oct 8, 2012 (56 d)
Gregory Scott Jordan	Suntrust Investment Services, Inc. other	Securian Financial Services, Inc. other	Other	Aug 8, 2012	Oct 7, 2015 (1155 d)
Steven Charles Lorson	Suntrust Investment Services, Inc. other	Pnc Wealth Management other	Other	Aug 6, 2012	Oct 15, 2012 (70 d)

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1,077 moves match.