Advisers on the Move TEST

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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christine Schamp HollonInfinex Investments, Inc.BB&T Investment Services, Inc.01-19-2010
Neil Ira KobrinEdward JonesBB&T Investment Services, Inc.02-12-2010
Michael George FosterSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50006-16-2010
Ronald Stephen PricenorMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.10-18-2010
Peter OldburyMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.07-20-2011
Sugeil Milagros PerezMorgan StanleyBB&T Investment Services, Inc.$50009-02-2011
Robert James PitzerSunTrust Investment Services, Inc.BB&T Investment Services, Inc.01-09-2012
Paul Wendell ByerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.$10002-27-2012
Luis GonzalezNew England SecuritiesBB&T Investment Services, Inc.03-13-2012
John Kevin OsborneSuntrust Investment Services, Inc.BB&T Investment Services, Inc.04-04-2012
Seth Collin ChadwickSunTrust Investment Services, Inc.BB&T Investment Services, Inc.08-27-2012
Thomas Theodore GerardiSunTrust Investment Services, Inc.BB&T Investment Services, Inc.09-24-2012
Elizabeth Anne MariacaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.10-02-2012
Luisa GonzalezSunTrust Investment Services, Inc.BB&T Investment Services, Inc.10-11-2012
Adam Darrin SchwartzJ.P. Morgan Securities LLCBB&T Investment Services, Inc.$15010-26-2012
Craig James BonneyLPL Financial LLCBB&T Investment Services, Inc.$25011-06-2012
Bradley Jacobs GeltzerCetera Advisors LLCBB&T Investment Services, Inc.$25011-19-2012
William Moniz Jr.PNC InvestmentsBB&T Investment Services, Inc.$50011-23-2012
Christopher Scott WaiteWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.11-30-2012
Stephen Patrick CroakWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.12-17-2012
Alejandro Ariel TorresWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.$50001-07-2013
Ruth Ann BarriosWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.$10002-15-2013
William De De CardenasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.02-15-2013
Ronald ValdezWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.02-19-2013
Isabelle Sandrine GrardInfinex Investments, Inc.BB&T Investment Services, Inc.05-16-2013
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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.