Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary W. BoswickWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$29403-22-2018
Jacob Robert ShifflettWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.03-19-2018
James Alex LancasterCetera Investment Services LLCBB&T Investment Services, Inc.02-27-2018
Jonathan M. MurrayCUNA Brokerage Services, Inc.BB&T Investment Services, Inc.01-25-2018
Brent Thomas OwensAllstate Financial Services, LLCBB&T Investment Services, Inc.$2501-08-2018
Chad Philip TrevithickLPL Financial LLCBB&T Investment Services, Inc.01-02-2018
Timothy Marinus PhenecieQuestar Capital CorporationBB&T Investment Services, Inc.$5001-02-2018
Jason C. DowellEdward JonesBB&T Investment Services, Inc.12-21-2017
Rotem NahumCharles Schwab & Co., Inc.BB&T Investment Services, Inc.12-19-2017
Bella KhamitsaevaJ.P. Morgan Securities LLCBB&T Investment Services, Inc.12-14-2017
Bryan Jay BritchkowRosenzweig & AssociatesBB&T Investment Services, Inc.12-08-2017
Justin Joseph McKayWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-07-2017
Andrew C. PietWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$1012-05-2017
Mark A. ScottCetera Investment Services LLCBB&T Investment Services, Inc.11-30-2017
Richard A. SimpsonCetera Investment Services LLCBB&T Investment Services, Inc.11-29-2017
Robert William Sim Jr.Santander Securities LLCBB&T Investment Services, Inc.11-20-2017
Christopher Joseph DeleonardoBerthel, Fisher & Company Financial Services, Inc.BB&T Investment Services, Inc.11-07-2017
Dreux Lee HargusJ.P. Morgan Securities LLCBB&T Investment Services, Inc.11-06-2017
Christopher Ryan PerriSunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-02-2017
Jeffery Ryan BickelWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$2511-02-2017
Steven Neil WilsonCetera Investment Services LLCBB&T Investment Services, Inc.10-31-2017
Preston C. YatesStephensBB&T Investment Services, Inc.10-30-2017
Afua K. BandohPruco Securities, LLC.BB&T Investment Services, Inc.10-19-2017
Daniel CiolekFirst Citizens Investor Services, Inc.BB&T Investment Services, Inc.10-17-2017
John Klayton KennedyWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.10-11-2017
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.