Advisers on the Move TEST

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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anne Walton VanceBB&T Investment Services, Inc.BB&T Investment Services, Inc.03-01-2016
Bonnie Jean HatleyLPL Financial LLCBB&T Investment Services, Inc.$5006-20-2011
Brian David PetersWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-13-2009
Brian Kenneth MarshburnCrown Capital Securities, L.P.BB&T Investment Services, Inc.04-22-2013
Catherine Blake HovisBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-27-2009
Chad Everette ReynoldsFirst Citizens Investor Services, Inc.BB&T Investment Services, Inc.$1008-05-2009
Chad Philip TrevithickLPL Financial LLCBB&T Investment Services, Inc.01-02-2018
Charles Ellis Williams IIIBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-26-2009
Cheryl Hester GuyPNC InvestmentsBB&T Investment Services, Inc.11-02-2012
Christina Hall JamesBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-02-2009
Christopher Ryan PerriSunTrust Investment Services, Inc.BB&T Investment Services, Inc.11-02-2017
Cody Allen JeffcoatSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$1001-06-2014
Craig Atwell FryeBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-27-2009
Craig Steven SmolinFifth Third Securities, Inc.BB&T Investment Services, Inc.$5007-07-2011
Dallas Preston GarnerLPL Financial LLCBB&T Investment Services, Inc.10-30-2014
Daniel CiolekFirst Citizens Investor Services, Inc.BB&T Investment Services, Inc.10-17-2017
David Wesley VermeulenBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-26-2009
Dean Read Castor Jr.BB&T Investment Services, Inc.BB&T Investment Services, Inc.$5010-01-2009
Douglas Martens IsenbergNeuse River Capital, LLCBB&T Investment Services, Inc.02-18-2011
Dustin Mychael Van WeerdhuizenRaymond James Financial Services, Inc.BB&T Investment Services, Inc.11-15-2013
Elizabeth Davis KeightleyBB&T Investment Services, Inc.BB&T Investment Services, Inc.01-26-2009
Eric Andrew DickenNationwide Securities, LLCBB&T Investment Services, Inc.04-30-2013
Floyd Freeman Pate IIIWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.02-01-2010
Forest Edward Kinnett Jr.BB&T Investment Services, Inc.BB&T Investment Services, Inc.01-27-2009
George William WiedenmannPNC InvestmentsBB&T Investment Services, Inc.$5011-04-2013
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Showing 1 to 25 of 93 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.