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
Adrienne Sandra NewbergWaddell & ReedBB&T Investment Services, Inc.08-22-2012
Andrew T GiddensPNC InvestmentsBB&T Investment Services, Inc.10-28-2013
Benjamin Craig OgleEdward JonesBB&T Investment Services, Inc.01-05-2012
Carrie Eloise Durbin BerenPinnacle Advisory Group, Inc.BB&T Investment Services, Inc.04-01-2014
Corey Paul FrankTD Ameritrade Investment Management, LLCBB&T Investment Services, Inc.12-09-2013
Crystal Lynn ParsonsNYLIFE Securities LLCBB&T Investment Services, Inc.02-21-2017
Cynthia Louise HillPNC InvestmentsBB&T Investment Services, Inc.02-10-2009
Jacob Robert ShifflettWells Fargo Clearing Services, LLCBb&T Investment Services, Inc.03-19-2018
John Charles PersonsWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.06-30-2016
Jonathan Landry AdamsSunTrust Investment Services, Inc.BB&T Investment Services, Inc.10-29-2014
Joseph William Rahall IVSunTrust Investment Services, Inc.BB&T Investment Services, Inc.03-01-2013
Lester Walker DennisWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.09-17-2010
Patrick Russell AllenMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.03-12-2015
Paul Devon ChisholmWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.02-24-2017
Peter Arthur CarnathanUnited Brokerage Services, IncBB&T Investment Services, Inc.$15002-01-2017
Reggie Jerome TurnerPNC InvestmentsBB&T Investment Services, Inc.08-04-2011
Ryan Jason WendlerPNC InvestmentsBB&T Investment Services, Inc.$15003-09-2015
Stephen R AndersCapital One Investment Services LLCBB&T Investment Services, Inc.10-06-2014
William Francis ColeTD Ameritrade Investment Management, LLCBB&T Investment Services, Inc.11-01-2013

Showing 1 to 19 of 19 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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