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
Eric David Mattinson	Suntrust Investment Services, Inc. other	Semmax Financial Advisors, Inc. other	Other	Aug 3, 2012	Jan 15, 2013 (165 d)
Brian Mclaughlin	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 2, 2012	Aug 30, 2012
Robin Keith Miller	Suntrust Investment Services, Inc. other	First Citizens Investor Services, Inc. other	Other	Jul 31, 2012	Jul 29, 2014 (728 d)
Jonathan M Czopek	Suntrust Investment Services, Inc. other	Wintrust Investments mixed wealth	Other	Jul 30, 2012	Aug 7, 2023 (4025 d)
Justin Paul Mackay	Suntrust Investment Services, Inc. other	Msi Financial Services, Inc. other	Other	Jul 27, 2012	Aug 3, 2012
Michael Joseph Powers	Suntrust Investment Services, Inc. other	Citizens Securities, Inc. other	Other	Jul 26, 2012	Aug 13, 2012
Jason Hudgins Montgomery	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 11, 2012	Jul 9, 2012
Jefferson Philip Matkin	Suntrust Investment Services, Inc. other	Fsc Securities Corporation other	Other	Jun 28, 2012	Jul 13, 2012
Michael Cory Vickery	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Jun 21, 2012	Sep 14, 2016 (1546 d)
Ronald Charles Keever	Suntrust Investment Services, Inc. other	Pnc Wealth Management other	Other	Jun 19, 2012	Jun 15, 2012
Jesus A. Molina	Suntrust Investment Services, Inc. other	Strategic Advisers LLC national BD	Other	Jun 12, 2012	Aug 2, 2012 (51 d)
Jeffrey Allen Anderson	Suntrust Investment Services, Inc. other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Jun 8, 2012	Jun 7, 2012
Keith Joseph Lerner	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Jun 8, 2012	Dec 1, 2016 (1637 d)
Rebecca D Rupe	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Jun 4, 2012	Jul 13, 2012 (39 d)
Kevin Gerard Higdon	Suntrust Investment Services, Inc. other	United Planners' Financial Services Of America A Limited Partner independent RIA	Other	Jun 1, 2012	Jan 9, 2026 (4970 d)
Thomas Krahe	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	May 24, 2012	May 23, 2012
John Taitague	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	May 24, 2012	May 23, 2012
Jennifer Childrey Smith	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	May 24, 2012	May 23, 2012
Matthew A. Tatum	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	May 24, 2012	May 23, 2012
Ronald Frank Gilmore	Suntrust Investment Services, Inc. other	Ameriprise Financial Services, LLC national BD	Other	May 18, 2012	May 17, 2012
Derrick Allan Dehays	Suntrust Investment Services, Inc. other	Synovus Securities, Inc. other	Other	May 17, 2012	Jun 5, 2012
Paul Cecil Tiller	Suntrust Investment Services, Inc. other	Edward Jones national BD	Other	May 11, 2012	Jun 18, 2012 (38 d)
Christopher James Andrews	Suntrust Investment Services, Inc. other	Fifth Third Securities, Inc. other	Other	May 10, 2012	May 29, 2012
Evan Melcher	Suntrust Investment Services, Inc. other	Greenspring Advisors, LLC other	Other	May 2, 2012	Jun 5, 2012 (34 d)
Marco Enrique Tejada	Suntrust Investment Services, Inc. other	Essex National Securities, Inc. other	Other	Apr 23, 2012	May 24, 2012 (31 d)
Jerome Patrick Owens	Suntrust Investment Services, Inc. other	Invest Financial Corporation other	Other	Apr 20, 2012	May 17, 2012
Karen Marie Wright	Suntrust Investment Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Apr 10, 2012	Jan 10, 2013 (275 d)
James Christopher Davis	Suntrust Investment Services, Inc. other	Strategic Advisers LLC national BD	Other	Apr 9, 2012	Jun 4, 2012 (56 d)
Barbara Ann Vaught	Suntrust Investment Services, Inc. other	Advice And Planning Services other	Other	Apr 9, 2012	Jul 10, 2013 (457 d)
Beth Ann Toney	Suntrust Investment Services, Inc. other	Bb&T Investment Services, Inc. no RAUM	Other	Apr 9, 2012	Jul 10, 2012 (92 d)
Joseph G. Paiva	Suntrust Investment Services, Inc. other	Chase Investment Services Corp. other	Other	Apr 4, 2012	May 1, 2012
Travis Rene Lemonte	Suntrust Investment Services, Inc. other	First Tennessee Advisory Services, Inc. other	Other	Apr 2, 2012	May 10, 2012 (38 d)
William Moss	Suntrust Investment Services, Inc. other	Pnc Wealth Management other	Other	Mar 28, 2012	Jan 4, 2012
Richard Devon Ramirez	Suntrust Investment Services, Inc. other	Akre Capital Management, LLC other	Other	Mar 20, 2012	Sep 25, 2013 (554 d)
Alfredo Jorge Yanes	Suntrust Investment Services, Inc. other	Western International Securities other	Other	Mar 19, 2012	Jun 25, 2012 (98 d)
Jonathan Dale Peters	Suntrust Investment Services, Inc. other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Mar 9, 2012	Sep 27, 2019 (2758 d)
Orville John Igharas	Suntrust Investment Services, Inc. other	Valmark Advisers, Inc. other	Other	Mar 9, 2012	Jan 14, 2014 (676 d)
Sheila Bernadette Cheek	Suntrust Investment Services, Inc. other	Edward Jones national BD	Other	Mar 2, 2012	Mar 28, 2012
Christina Dee Jamieson	Suntrust Investment Services, Inc. other	Transamerica Retirement Advisors, LLC other	Other	Mar 2, 2012	Feb 9, 2018 (2170 d)
Donald Glen Bishop	Suntrust Investment Services, Inc. other	Stratos Wealth Partners, Ltd other	Other	Feb 28, 2012	Mar 5, 2012
Sammy Joe Wells	Suntrust Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Feb 23, 2012	Feb 22, 2012
Michael Joseph Reilly	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Feb 16, 2012	Nov 9, 2012 (267 d)
Kathleen Patricia Strother	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Feb 16, 2012	Feb 22, 2012
Kevin Patrick Ebel	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Jan 30, 2012	Jan 27, 2012
David Michael Thome	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Jan 30, 2012	Feb 14, 2012
Brian Patrick Killory	Suntrust Investment Services, Inc. other	Truist Advisory Services, Inc. BD affiliated	Other	Jan 18, 2012	Sep 1, 2026 (5340 d)
David Layne Jackson	Suntrust Investment Services, Inc. other	Primerica Advisors national BD	Other	Jan 10, 2012	Apr 10, 2012 (91 d)
William John Kosic	Suntrust Investment Services, Inc. other	Nfp Advisor Services, LLC other	Other	Dec 31, 2011	Jan 13, 2012
Stephen Lee Enoch	Suntrust Investment Services, Inc. other	Nfp Advisor Services, LLC other	Other	Dec 31, 2011	Jan 24, 2012
Allison Norcutt	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Dec 22, 2011	Jan 26, 2012 (35 d)
Larry Milton Ware	Suntrust Investment Services, Inc. other	LPL Financial LLC other	Other	Dec 21, 2011	Jan 12, 2012
Joel Anton Van Belkom	Suntrust Investment Services, Inc. other	Td Ameritrade Investment Management, LLC other	Other	Dec 19, 2011	Dec 16, 2011
Jeffrey Krug	Suntrust Investment Services, Inc. other	Fifth Third Securities, Inc. other	Other	Dec 9, 2011	Dec 19, 2011
David Wayne Ellis	Suntrust Investment Services, Inc. other	Independent Financial Partners other	Other	Dec 9, 2011	Dec 12, 2011
Matthew Jackson Watson	Suntrust Investment Services, Inc. other	UBS Financial Services Inc. wirehouse	Other	Dec 9, 2011	Dec 1, 2011
Benjamin Chadwick Summers	Suntrust Investment Services, Inc. other	Independent Financial Partners other	Other	Dec 9, 2011	Nov 4, 2013 (696 d)
Timothy Garfield Hartle	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 5, 2011	Nov 30, 2011
Jeffrey Scott Freiser	Suntrust Investment Services, Inc. other	MML Investors Services, LLC other	Other	Dec 5, 2011	Jan 24, 2012 (50 d)
Leonard Mark Cohen	Suntrust Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Dec 2, 2011	Feb 10, 2012 (70 d)
Joseph Grady Woodruff	Suntrust Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 1, 2011	Nov 28, 2011

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1,077 moves match.