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
Rotem NahumCharles Schwab & Co., Inc.BB&T Investment Services, Inc.12-19-2017
Dreux Lee HargusJ.P. Morgan Securities LLCBB&T Investment Services, Inc.11-06-2017
Curtis Bernard WileyAllstate Financial Services, LLCBB&T Investment Services, Inc.08-11-2017
Ernest James MartinezEdward JonesBB&T Investment Services, Inc.12-22-2016
Abraham E. MarquezBBVA Securities Inc.BB&T Investment Services, Inc.10-17-2016
Amanda L. EvansUBS Financial Services Inc.BB&T Investment Services, Inc.08-21-2015
Paul Lawrence ThibodeauxBBVA Securities Inc.BB&T Investment Services, Inc.07-10-2015
Shawna H. StilesMetLife Securities Inc.BB&T Investment Services, Inc.07-10-2015
Paul John MillerWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-02-2013
Robert David Blanco Jr.LPL Financial LLCBB&T Investment Services, Inc.09-05-2012
Miles Robert MillerStrategic Financial Concepts, LLCBB&T Investment Services, Inc.12-07-2011
Paul Jay MarstonBBVA Compass Investment Solutions, Inc.BB&T Investment Services, Inc.12-17-2010

Showing 1 to 12 of 12 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.