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
Ronald Edward Schroeter Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.01-11-2010
Gray Keneston DausWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$10003-01-2010
Douglas Martens IsenbergNeuse River Capital, LLCBB&T Investment Services, Inc.02-18-2011
James Joseph KinseyLPL Financial LLCBB&T Investment Services, Inc.06-07-2011
Bonnie Jean HatleyLPL Financial LLCBB&T Investment Services, Inc.$5006-20-2011
Joshua Mark HammWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-14-2012
Jeremy Bryce AlexanderLPL Financial LLCBB&T Investment Services, Inc.01-09-2013
Timothy Calhoun Gray IIBB&T Securities, LLCBB&T Investment Services, Inc.05-01-2013
Matthew John MaloneWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.05-03-2013
John Curtis FloydLPL Financial LLCBB&T Investment Services, Inc.10-18-2013
Justin Brooks BuntingInfinex Investments, Inc.BB&T Investment Services, Inc.$10003-04-2014
Dallas Preston GarnerLPL Financial LLCBB&T Investment Services, Inc.10-30-2014
Joshua Stearman BoyleEdward JonesBB&T Investment Services, Inc.08-14-2015
Matthew Brantley JohnsonBB&T Securities, LLCBB&T Investment Services, Inc.08-03-2016
Michelle Inman MyersLPL Financial LLCBB&T Investment Services, Inc.$2111-30-2016
Sam Andrew MorrisonEdward JonesBB&T Investment Services, Inc.03-03-2017
Richard Haley HobgoodMorgan StanleyBB&T Investment Services, Inc.06-30-2017
Preston C. YatesStephensBB&T Investment Services, Inc.10-30-2017
Justin Joseph McKayWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-07-2017
Mickey Murdock MortonBB&T Securities, LLCBB&T Investment Services, Inc.$1,50001-02-2018
Brentley Elliott PriddyBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Dean Read Castor Jr.BB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Jeremy David BeakesBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Mark A. CutlerBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Gerald Willis YoungeBB&T Securities, LLCBB&T Investment Services, Inc.$6701-02-2018
Next Page »

Showing 1 to 25 of 78 entries

Page 1 | 2 | 3 | 4

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.