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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Miranda Gayle WileyNorthwestern Mutual Investment Services, LLCBB&T Investment Services, Inc.$50006-03-2009
Matthew Anthony GencoMorgan StanleyBB&T Investment Services, Inc.$50007-18-2011
Charlene HollandSunTrust Investment Services, Inc.BB&T Investment Services, Inc.08-25-2011
Marcus Andrew ThompsonCountry Capital Management CompanyBB&T Investment Services, Inc.12-22-2011
Jeffrey Scott HattonSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$10007-03-2012
Shaun Curtis AycockLPL Financial LLCBB&T Investment Services, Inc.09-06-2012
Ethan Lewis StaatsMorgan StanleyBB&T Investment Services, Inc.12-10-2012
Robert Emerson BaileyLPL Financial LLCBB&T Investment Services, Inc.$25001-11-2013
Christina Johnson LaneSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50004-03-2013
Daniel Clay Quinn Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.07-25-2013
Nicholas Ronald MacnabSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$10002-14-2014
Ruben TrujilloPNC InvestmentsBB&T Investment Services, Inc.06-06-2014
Kevin Mark SaylorAmeriprise Financial Services, Inc.BB&T Investment Services, Inc.10-10-2014
Francois Roger BigotCape Securities Inc.BB&T Investment Services, Inc.$10007-01-2015
Matthew Earl SherbondyPNC InvestmentsBB&T Investment Services, Inc.$10009-03-2015
Jeffrey Scott RowlandCUNA Brokerage Services, Inc.BB&T Investment Services, Inc.11-18-2015
Jeffrey Martin BrandonAXA Advisors, LLCBB&T Investment Services, Inc.$25004-27-2016
Stephanie Renee AmesFirst Command Financial Planning, Inc.BB&T Investment Services, Inc.$15005-27-2016
Harrison Wilkes EvansWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.01-06-2017
Cameron Donald HooperJanney Montgomery Scott LLCBB&T Investment Services, Inc.02-01-2017
Jeffery Todd WarrenMML Investors Services, LLCBB&T Investment Services, Inc.06-23-2017
Afua K BandohPruco Securities, LLC.BB&T Investment Services, Inc.10-19-2017
Jeffery Ryan BickelWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.$25011-02-2017

Showing 1 to 23 of 23 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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