John Lewis, Joe Bartholomew

Adviser/team AUM: $900,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining BB&T Securities
Adviser(s) location

Richmond, VA

Date announced March 10, 2014
Transition date February 14, 2014

Latest Moves to BB&T Securities

Adviser(s) Date announced
John Lewis, Joe BartholomewMarch 10, 2014
Gordon Kellam, Steven CereSeptember 24, 2013

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.