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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edwin James PinigisBB&T Securities, LLCPNC Investments06-06-2019
Paige Goza SimmonsBB&T Securities, LLCRaymond James & Associates, Inc.10-01-2018
Jack Newell Bell Jr.BB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2018
Michael Shane GodbeeBB&T Securities, LLCLPL Financial LLC$25008-07-2018
Calvin WardBB&T Securities, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-02-2018
John Patrick O'CallaghanBB&T Securities, LLCMorgan Stanley02-09-2018
Steven Archie NapierBB&T Securities, LLCMorgan Stanley$50011-02-2017
Christi Lynn BankoBB&T Securities, LLCMorgan Stanley11-02-2017
Douglas Scott McDuffieBB&T Securities, LLCFWI Wealth Management LLC$25010-19-2017
Robert Randall Pace Jr.BB&T Securities, LLCSunTrust Advisory Services, Inc.$50010-10-2017
Terry Sloan ThompsonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-31-2017
Rebekah Ruth HoffmanBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Michael Todd HoffmanBB&T Securities, LLCSunTrust Advisory Services, Inc.$50006-02-2017
Glen Anthony DugganBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50001-06-2017
Johnathon Leland CopeBB&T Securities, LLCINVEST Financial Corporation$25009-02-2016
Martin Edward GradyBB&T Securities, LLCINVEST Financial Corporation09-02-2016
Robert Micheal ChildsBB&T Securities, LLCMorgan Stanley07-06-2016

Showing 1 to 17 of 17 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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