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


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

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