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.

AdvisorFromToTypeLeftRegistered
Carl Randy RodgersSuntrust Investment Services, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJan 7, 2011Jan 26, 2011
Mellessa L Gardener-DavilaSuntrust Investment Services, Inc. otherUBS Financial Services Inc. wirehouseOtherJan 6, 2011Feb 2, 2012 (392 d)
Raul A ZubillagaSuntrust Investment Services, Inc. otherSantander Securities otherOtherJan 6, 2011May 8, 2013 (853 d)
John Martin MoranSuntrust Investment Services, Inc. otherSecurities America Advisors, Inc. otherOtherJan 4, 2011Jan 3, 2011
Gary B HessertSuntrust Investment Services, Inc. otherTd Ameritrade, Inc. no RAUMOtherJan 4, 2011Jan 11, 2011
Sarah Wigbels WelchSuntrust Investment Services, Inc. otherHornor, Townsend & Kent, LLC otherOtherJan 3, 2011Jan 4, 2011
Nicholas DursoSuntrust Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 3, 2011Feb 4, 2011 (32 d)
Eric Coleman FountainSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherDec 7, 2010Dec 7, 2010
Benjamin D NicolSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherDec 7, 2010Dec 7, 2010
John Cochran BuckSuntrust Investment Services, Inc. otherMorgan Stanley wirehouseOtherDec 6, 2010Dec 3, 2010
Pamela Shields ColeSuntrust Investment Services, Inc. otherTower Square Securities, Inc. otherOtherDec 6, 2010Dec 6, 2010
Donald Rex CalvertSuntrust Investment Services, Inc. otherWells Fargo Investments, LLC unclassifiedOtherDec 6, 2010Dec 2, 2010
William Taylor PurcellSuntrust Investment Services, Inc. otherNfp Advisor Services, LLC otherOtherDec 2, 2010Jan 14, 2011 (43 d)
Richard Peter ClassSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherDec 1, 2010Dec 1, 2010
Raymond Russell ProphaterSuntrust Investment Services, Inc. otherPersium Advisors, LLC otherOtherNov 23, 2010Jan 4, 2012 (407 d)
David SchwarzkopfSuntrust Investment Services, Inc. otherStrategic Advisers LLC national BDOtherNov 18, 2010Jul 12, 2011 (236 d)
John Joseph EllisSuntrust Investment Services, Inc. otherPnc Wealth Management otherOtherNov 16, 2010Nov 8, 2012 (723 d)
Frankie PortugalSuntrust Investment Services, Inc. otherScott & Stringfellow, LLC otherOtherNov 8, 2010Nov 23, 2010
Jaran Campbell DaySuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherNov 8, 2010Nov 2, 2010
Gregory Mathew BrennanSuntrust Investment Services, Inc. otherAmeriprise Financial Services, LLC national BDOtherNov 4, 2010Jan 5, 2011 (62 d)
William Shane KonvesSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 27, 2010Oct 21, 2010
Diane Mcdonald StaplesSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 18, 2010Oct 15, 2010
Brian BuzunSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 12, 2010Oct 18, 2010
Michele Lynn MayoSuntrust Investment Services, Inc. otherRBC Capital Markets, LLC national BDOtherOct 8, 2010Oct 11, 2010
Anastasios KourpouanidisSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 8, 2010Sep 30, 2010
Jacob Luther HermansSuntrust Investment Services, Inc. otherMorgan Keegan & Company, LLC otherOtherOct 5, 2010Nov 3, 2010
James Thomas RuffinSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 4, 2010Oct 1, 2010
Cindy Dawn HankeSuntrust Investment Services, Inc. otherNationwide Investment Advisors, LLC otherOtherOct 4, 2010Nov 2, 2010
Julie Helms LancasterSuntrust Investment Services, Inc. otherOmnistar Financial Group, Inc. otherOtherSep 27, 2010Apr 25, 2013 (941 d)
Rey WhitehornSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherSep 22, 2010Sep 15, 2010
Ryan Mckinley SmithSuntrust Investment Services, Inc. otherParagon Financial Services independent RIAOtherSep 20, 2010Oct 4, 2012 (745 d)
Georgeanne Graydon AistSuntrust Investment Services, Inc. otherPnc Wealth Management otherOtherSep 16, 2010Sep 13, 2010
Bruno PerazaSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherSep 15, 2010Aug 31, 2010
Aaron Ray RoweSuntrust Investment Services, Inc. otherEdelman Financial Services, LLC otherOtherSep 15, 2010Sep 27, 2010
Jeffrey BurgessSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherSep 14, 2010Sep 13, 2010
Mary Kathleen FisherSuntrust Investment Services, Inc. otherAccolade Asset/Liability Advisory Services otherOtherSep 7, 2010Jan 11, 2011 (126 d)
Jason Andrew CarpenterSuntrust Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 25, 2010Sep 1, 2010
Nick KaloyiosSuntrust Investment Services, Inc. otherHarbor Financial Services, LLC otherOtherAug 23, 2010Oct 7, 2011 (410 d)
Mark Stephen MeyerSuntrust Investment Services, Inc. otherFifth Third Securities, Inc. otherOtherAug 23, 2010Aug 16, 2010
Matthew D MckameySuntrust Investment Services, Inc. otherCharles Schwab & Co., Inc. national BDOtherAug 17, 2010Feb 18, 2011 (185 d)
Reginald W PinedaSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherAug 16, 2010Aug 10, 2010
Thomas C ScottSuntrust Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 12, 2010Aug 31, 2010
Oswaldo Daniel AbreuSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherAug 10, 2010Nov 17, 2010 (99 d)
Victoria Kent ShackleySuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherAug 9, 2010Oct 28, 2010 (80 d)
James M HubbardSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherAug 5, 2010Nov 9, 2010 (96 d)
Gordon SunSuntrust Investment Services, Inc. otherHsbc Securities (USA) Inc. otherOtherAug 5, 2010Aug 19, 2010
Mitchell Wayne SmythSuntrust Investment Services, Inc. otherUsaa Financial Planning Services no RAUMOtherAug 4, 2010Aug 23, 2010
Brooke Garrett TillerSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherAug 2, 2010Sep 21, 2010 (50 d)
Tasha Ladonna WebieSuntrust Investment Services, Inc. otherUBS Financial Services Inc. wirehouseOtherJul 26, 2010Aug 9, 2010
Eric David KincadeSuntrust Investment Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherJul 21, 2010Sep 13, 2010 (54 d)
Robert Christopher GarrettSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherJul 12, 2010Jun 30, 2010
Joscelyn Joseph WorrellSuntrust Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 28, 2010Jul 15, 2010
Erik J JohnsonSuntrust Investment Services, Inc. otherMorgan Keegan & Company, LLC otherOtherJun 24, 2010Sep 17, 2010 (85 d)
Aaron Locke HobartSuntrust Investment Services, Inc. otherMorgan Keegan & Company, LLC otherOtherJun 24, 2010Jul 21, 2010
Dennis M KinzerSuntrust Investment Services, Inc. otherMorgan Stanley wirehouseOtherJun 17, 2010Jun 21, 2010
Christopher Joseph FluehrSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherJun 4, 2010May 12, 2010
James Daniel FlemingSuntrust Investment Services, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherJun 1, 2010Jun 10, 2010
Matthew Joseph BuckleySuntrust Investment Services, Inc. otherCapgroup Advisors otherOtherJun 1, 2010Jun 28, 2010
Scott Francis SteinitzSuntrust Investment Services, Inc. otherChase Investment Services Corp. otherOtherJun 1, 2010Jun 24, 2010
Jason Ryan MamalisSuntrust Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherMay 26, 2010May 13, 2010
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1,077 moves match.