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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan Alexander MoserEdward JonesBb&T Investment Services, Inc.$102-23-2018
Chad Philip TrevithickLPL Financial LLCBb&T Investment Services, Inc.$101-02-2018
Timothy Marinus PhenecieQuestar Capital CorporationBB&T Investment Services, Inc.01-02-2018
Justin Joseph MckayWells Fargo Clearing Services, LLCBb&T Investment Services, Inc.12-07-2017
Christopher Ryan PerriSunTrust Investment Services, Inc.Bb&T Investment Services, Inc.11-02-2017
Preston Champe 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
Mickey Murdock MortonWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.04-13-2017
Sam Andrew MorrisonEdward JonesBB&T Investment Services, Inc.03-03-2017
Michelle Inman MyersLPL Financial LLCBB&T Investment Services, Inc.$2111-30-2016
Peyton 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.$15003-04-2015
Susan Miller BrysonWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-12-2014
Melissa Joy WiedbraukFirst 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.$1001-06-2014
Dustin Mychael VanweerdhuizenRaymond James Financial Services, Inc.BB&T Investment Services, Inc.11-15-2013
George William WiedenmannPNC InvestmentsBB&T Investment Services, Inc.11-04-2013
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Showing 1 to 25 of 48 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.

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