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
Chad Philip TrevithickLPL Financial LLCBB&T Investment Services, Inc.$10001-02-2018
Timothy Marinus PhenecieQuestar Capital CorporationBB&T Investment Services, Inc.$50001-02-2018
Jason C DowellEdward JonesBB&T Investment Services, Inc.12-21-2017
Justin Joseph McKayWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.12-07-2017
Christopher Ryan PerriSunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-02-2017
Steven Neil WilsonCetera Investment Services LLCBB&T Investment Services, Inc.10-31-2017
Preston C. YatesStephensBB&T Investment Services, Inc.10-30-2017
Daniel CiolekFirst Citizens Investor Services, Inc.BB&T Investment Services, Inc.10-17-2017
Richard Haley HobgoodMorgan StanleyBB&T Investment Services, Inc.06-30-2017
Jabbar JamisonNYLIFE Securities LLCBB&T Investment Services, Inc.06-15-2017
Mickey Murdock MortonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.$15004-13-2017
Sam Andrew MorrisonEdward JonesBB&T Investment Services, Inc.03-03-2017
Michelle Inman MyersLPL Financial LLCBB&T Investment Services, Inc.$21011-30-2016
Kent Kent Gravely Jr.LPL Financial LLCBB&T Investment Services, Inc.03-29-2016
Richard Lee Schmalz Jr.SunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-24-2015
Joshua Stearman BoyleEdward JonesBB&T Investment Services, Inc.08-14-2015
Michael Alan PfauthSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50003-04-2015
Susan Miller BrysonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.12-12-2014
Melissa Joy HansenFirst Citizens Investor Services, Inc.BB&T Investment Services, Inc.12-08-2014
Richard Robert AshSunTrust Investment Services, Inc.BB&T Investment Services, Inc.12-03-2014
Harry John Bohli IIIMSI Financial Services, Inc.BB&T Investment Services, Inc.11-25-2014
Dallas Preston GarnerLPL Financial LLCBB&T Investment Services, Inc.10-30-2014
Justin Brooks BuntingInfinex Investments, Inc.BB&T Investment Services, Inc.$10003-04-2014
Harold Rucker VincentPNC InvestmentsBB&T Investment Services, Inc.02-03-2014
Cody Allen JeffcoatSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$10001-06-2014
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Showing 1 to 25 of 50 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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