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
Joseph E. Livolsi Jr.BB&T Securities, LLCBB&T Investment Services, Inc.$50001-02-2018
Karen E. JohnsonBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Katie M. WhiteBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Paul John AdamsBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Liane Ingrid HansenBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Gary Robert RosenzweigBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Alan Karl MajakBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Alfred Bernard CrakeBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Timothy Allen WatsonBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Michael Frank AlemanBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Louis Gray Clark Jr.BB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Ariel Sanchez-AlfonsoBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Kimberly Sue SnyderBB&T Securities, LLCBB&T Investment Services, Inc.$2501-02-2018
Kristen Lizbeth CatraboneBB&T Securities, LLCBB&T Investment Services, Inc.$1001-02-2018
Karen Mccloskey LaneBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Robert Edward AndrewsBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Joyce N. ChenBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Oscar M. GonzalezBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Katherine Ann BarnhartBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Matthew Victor AndersonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Eleanor Evangeline MillwoodBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Ardean Leroy EspegardBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Sean James McHaleBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Michael Ryan BrinBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Elizabeth Tennant BoltonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
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Showing 1 to 25 of 69 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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