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
Robert Micheal ChildsBB&T Securities, LLCMorgan Stanley07-06-2016
Johnathon Leland CopeBB&T Securities, LLCINVEST Financial Corporation$2509-02-2016
Martin Edward GradyBB&T Securities, LLCINVEST Financial Corporation09-02-2016
Glen Anthony DugganBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-06-2017
Michael Todd HoffmanBB&T Securities, LLCSunTrust Investment Services, Inc.$5006-02-2017
Douglas Scott McDuffieBB&T Securities, LLCFWI Wealth Management LLC10-19-2017
Steven Archie NapierBB&T Securities, LLCMorgan Stanley$5011-02-2017
Landon Jameson WeeksBB&T Securities, LLCBB&T Investment Services, Inc.12-18-2017
Valerie Ann ClaytonBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Joel TheisBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Ginger Sheryl PopeBB&T Securities, LLCBB&T Investment Services, Inc.$2501-02-2018
John Claude MasonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Alicia Dawn SimpsonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Anne Walton VanceBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Geoffrey Colin TurnerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jamie Necole UptonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jacqueline Nicole EkardBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Dwight David McPhersonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Patrick Lee HaymanBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Nisha MusaniBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Marianne Maclean SoutherlandBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Edwin James PinigisBB&T Securities, LLCPNC Investments06-06-2019

Showing 1 to 22 of 22 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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