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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Brian MillerFifth Third Securities, Inc.BB&T Investment Services, Inc.01-12-2017
Michael McGriffU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.08-31-2016
Eric Ryan RobertsonCetera Investment Services LLCBB&T Investment Services, Inc.08-11-2016
Jeffrey Clayton MeadorsU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.$1006-01-2016
Brent Allen HarpsterCharles Schwab & Co., Inc.BB&T Investment Services, Inc.12-14-2015
James William OwensChannel Islands GroupBB&T Investment Services, Inc.08-20-2015
James Clayton McConnellCetera Investment Services LLCBB&T Investment Services, Inc.01-20-2015
Ryan Sanford LawsonLPL Financial LLCBB&T Investment Services, Inc.01-01-2015
Michael J. SloneckerLPL Financial LLCBB&T Investment Services, Inc.10-02-2014
Jennifer Ann HerzogTIAA-CREF Individual & Institutional Services, LLCBB&T Investment Services, Inc.08-19-2014
Stephen S. PittsJ.J.B. Hilliard, W.L. Lyons, LLCBB&T Investment Services, Inc.05-12-2014
Barry Vernon Blalock IIPNC InvestmentsBB&T Investment Services, Inc.11-22-2013
John Francis ClancyUBS Financial Services Inc.BB&T Investment Services, Inc.06-01-2012
Paul Steven PierceLincoln Financial Advisors CorporationBB&T Investment Services, Inc.$5010-14-2009

Showing 1 to 14 of 14 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.