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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carlo Walter OldaniBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20005-10-2013
Gordon Bayard KellamBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2013
Steven Redic CereBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2013
Marc Jonathan TendlerBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2013
Eduardo Flores-VegaBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2013
Leslie Arthur WilkersonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2013
Scott Montgomery Webb ShookBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-06-2014
Thomas Ronald RouseBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-06-2014
Charles Vernon Noyes IIBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2507-25-2014
Lawrence Francis Bender Jr.BB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-17-2014
Matthew Steven BurlewBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2014
Brantley HathawayBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-30-2014
William Merrick SemansBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-03-2015
Randy Christopher DomikisBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2016
Joseph Bert FeldmanBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2016
Edward Michael BohnslavBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2016
Brock Eugene HimanBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2016
Glen Anthony DugganBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-06-2017
Manuel Jimenez IVBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-27-2017
Joshua J. PrattaBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2017
Randall Scott WestBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-29-2017
Michael Paul BishBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Gregory Mark HudsonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Jason Axel MertzBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2017
Jeffrey John BulgerBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2017
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Showing 1 to 25 of 40 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.

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