Advisers on the Move

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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan M MurrayCUNA Brokerage Services, Inc.BB&T Investment Services, Inc.01-25-2018
Bella KhamitsaevaJ.P. Morgan Securities LLCBB&T Investment Services, Inc.12-14-2017
Justin Patrick CabibiCetera Investment Services LLCBB&T Investment Services, Inc.09-15-2017
Joshua Aaron GreenCetera Investment Services LLCBB&T Investment Services, Inc.09-07-2017
Lily PryceWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.09-01-2017
Michael Edward RubleMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.05-24-2017
Scott Mccomb WindsorInfinex Investments, Inc.BB&T Investment Services, Inc.05-16-2017
Edward Arthur RedlerCitigroup Global Markets Inc.BB&T Investment Services, Inc.$2504-18-2017
Vickie Lynn LacroixWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.03-30-2017
Leslie Patricia Montes De OcaCitigroup Global Markets Inc.BB&T Investment Services, Inc.03-22-2017
Carl Joseph TorchiaSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$5003-13-2017
Adam Todd WexlerWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.01-10-2017
Amy Louise ParrishRaymond James Financial Services, Inc.BB&T Investment Services, Inc.$2501-06-2017
Rely HechterLPL Financial LLCBB&T Investment Services, Inc.04-15-2016
Marco R BohorquezLPL Financial LLCBB&T Investment Services, Inc.04-15-2016
Robert Dean BoscoCliftonLarsonAllen Wealth Advisors, LLCBB&T Investment Services, Inc.03-28-2016
Bryan Phillip JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.11-27-2015
Yvonne Rose BourkMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.08-21-2015
Spencer Carpenter IVSunTrust Investment Services, Inc.BB&T Investment Services, Inc.12-05-2014
Michael S ByrdMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.11-21-2014
Richella B Vincent LeeTIAA-CREF Individual & Institutional Services, LLCBB&T Investment Services, Inc.11-21-2014
Karel GiraldoWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-11-2014
George Patrick FarleyWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-10-2014
Ali AbbasMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.11-07-2014
Orlando LescanoMorgan StanleyBB&T Investment Services, Inc.$2509-04-2014
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Showing 1 to 25 of 37 entries

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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.