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
William Alan LupiBB&T INVESTMENT SERVICES, INC.PNC Investments09-18-2017
Ryan Patrick VoetBB&T INVESTMENT SERVICES, INC.PNC Investments05-03-2017
Javier SantanaBB&T INVESTMENT SERVICES, INC.PNC Investments11-01-2016
Grant WalkerBB&T INVESTMENT SERVICES, INC.PNC Investments09-09-2016
Andrew Charles PietBB&T INVESTMENT SERVICES, INC.PNC Investments09-06-2016
Brian William ChavisBB&T INVESTMENT SERVICES, INC.PNC Investments09-06-2016
Nicholas Anthony GriffithsBB&T INVESTMENT SERVICES, INC.PNC Investments08-30-2016
David A BratcherBB&T INVESTMENT SERVICES, INC.PNC Investments08-01-2016
Lisa Wolfzorn MellBB&T INVESTMENT SERVICES, INC.PNC Investments06-10-2016
Christian Coe Merritt IIIBB&T INVESTMENT SERVICES, INC.PNC Investments03-29-2016
Catherine Loretta AzelesBB&T INVESTMENT SERVICES, INC.PNC Investments01-29-2016
Lesley Renee NoeBB&T Investment Services, Inc.PNC Investments11-02-2015
Tricia Renee MomyerBB&T INVESTMENT SERVICES, INC.PNC Investments11-02-2015
Jason Rodney HaddawayBB&T INVESTMENT SERVICES, INC.PNC Investments10-02-2014
Lea Anne Smith CreekmoreBB&T INVESTMENT SERVICES, INC.PNC Investments09-26-2014
Brent Jared HeltonBB&T INVESTMENT SERVICES, INC.PNC Investments08-05-2014
James Alex LancasterBB&T INVESTMENT SERVICES, INC.PNC Investments06-25-2014
Jeffrey Clayton MeadorsBB&T Investment Services, Inc.PNC Investments04-01-2014
Harold Rucker VincentBB&T Investment Services, Inc.PNC Investments03-27-2014
Chad Lee JonesBB&T INVESTMENT SERVICES, INC.PNC Investments08-27-2013
John Joseph ForbergerBB&T INVESTMENT SERVICES, INC.PNC Investments07-15-2013
Michael J SloneckerBB&T Investment Services, Inc.PNC Investments04-01-2013
Steven Neil WilsonBB&T INVESTMENT SERVICES, INC.PNC Investments02-12-2013
William Francis ColeBB&T Investment Services, Inc.PNC Investments01-14-2013
James Michael MindakBB&T INVESTMENT SERVICES, INC.PNC Investments11-04-2010
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Showing 1 to 25 of 27 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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