Financial ADVSR advisor moves · SEC adviser records, updated daily
Advisors who joined and left Truist Advisory Services, Inc.
Every SEC-registered advisor who joined Truist Advisory Services, Inc. or left it for another firm since October 22, and where they came from or went.
0 joined and 3 left for another firm since October 22, a net change of -3; the most who left went to Raymond James Financial Services Advisors, Inc. (3).
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Where advisors came from and went
Went to
Joined Truist Advisory Services, Inc. (0)
No advisors joined since October 22.
Left Truist Advisory Services, Inc. for another firm (3)
| Advisor | Went to | Office | Seen |
|---|---|---|---|
| Jonathan Shaw | Raymond James Financial Services Advisors, Inc. | Bonita Springs, FL | Oct 24 |
| Erin M. Powers-Westendorf | Raymond James Financial Services Advisors, Inc. | Bonita Springs, FL | Oct 23 |
| Michelle J. Reynolds | Raymond James Financial Services Advisors, Inc. | Sarasota, FL | Oct 23 |
Questions
How many advisors has Truist Advisory Services, Inc. added recently?
0 SEC-registered advisors joined Truist Advisory Services, Inc. and 3 left it for another firm since October 22, a net change of -3, according to the SEC's daily Investment Adviser Public Disclosure file.
Where are Truist Advisory Services, Inc. advisors going?
Of the advisors who left Truist Advisory Services, Inc. for another firm since October 22, the most joined Raymond James Financial Services Advisors, Inc. (3).
Where does this data come from?
The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.
Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.