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
Kelly Carter MalloyBB&T Securities, LLCValley Forge Asset Management, LLC03-01-2016
Brian Douglas TrainerBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Daniel Joseph FloodBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Gregory Patrick RussoBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Scott GolaBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Michael Louis BucklinBB&T Securities, LLCBB&T Investment Services, Inc.$1101-02-2018
Brian Timothy HoldenBB&T Securities, LLCBB&T Investment Services, Inc.$1001-02-2018
Bruce Eldon Waugh Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Frank Joseph VioliniBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Cathleen Ann SchnabelBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Mark Anthony GrunderBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Warren Geary Metzger IIIBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Kathryn Mccready WallaceBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Aimee Marie TurnerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Chad Evan PolinBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Sean M IndiveriBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
William Alan LupiBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Daniel Wade McCallBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Aaron David MazerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Nicholas Anthony GriffithsBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Gregory Michael MiskoBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Thomas Patrick O'Neill IVBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Travis Scott BoltonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Joshua Donald WeaknechtBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Lorrie G. HillardBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
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Showing 1 to 25 of 34 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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