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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Georgia Suzette OttBB&T Securities, LLCBB&T Investment Services, Inc.$1001-02-2018
John Eric ShermanBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Julie Helms LancasterBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Melinda Measamer DickinsonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Brian William ThorntonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Vincenzo Roberto CatulloBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
James Edgar VealeBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Matthew Thomas MaloneBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Edward Bradshaw HarrisBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Steven W MarascoBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Sean Kevin BokhovenBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Mark Samuel MaraffiBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
William Gordon Savage Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
James Mark ApplebyBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Devon Elise KillianBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Joey Rimmer JohnsonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Holly Chapman CampBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Philip Harrison RothsteinBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
David Alan DriesBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
David Bryan LeighBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Angela Sue DiehlBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Aaron M. BrownBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
John Thomas Rhyne Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Joseph Ryan DenneyBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Larry Wayne Keith Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
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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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