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
Bryan Jay BritchkowRosenzweig & AssociatesBB&T Investment Services, Inc.12-08-2017
Michael Kevin SquiresPFS Investments Inc.BB&T Investment Services, Inc.05-24-2017
Cheryl C. BlakeySantander Securities LLCBB&T Investment Services, Inc.02-27-2017
Christopher Michael CorcoranCetera Investment Services LLCBB&T Investment Services, Inc.02-23-2017
Myles C. SitesScottrade, Inc.BB&T Investment Services, Inc.02-23-2017
Donna Rae LeeperInfinex Investments, Inc.BB&T Investment Services, Inc.01-03-2017
Christopher Paul ReedGirard Investment Services, LLCBB&T Investment Services, Inc.11-14-2016
Rodney Hughes McCallumCitizens Securities, Inc.BB&T Investment Services, Inc.04-19-2016
Jess Michael Charles YourkavitchLPL Financial LLCBB&T Investment Services, Inc.03-21-2016
James Allen ShafferCetera Investment Services LLCBB&T Investment Services, Inc.$5003-07-2016
Jennifer Susan AtenMorgan StanleyBB&T Investment Services, Inc.03-04-2016
Daniel Robert WendtCetera Advisor Networks LLCBB&T Investment Services, Inc.12-01-2015
Nicolas Jeremiah HeywoodTIAA-CREF Individual & Institutional Services, LLCBB&T Investment Services, Inc.08-13-2012
Larry Paul BurrowsPNC InvestmentsBB&T Investment Services, Inc.$1005-18-2012
Christopher Michael HeilmanRaymond James Financial Services, Inc.BB&T Investment Services, Inc.03-26-2010

Showing 1 to 15 of 15 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.