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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sam Andrew MorrisonBB&T Investment Services, Inc.Edward Jones08-02-2016
Morisea DavisBB&T Investment Services, Inc.Edward Jones01-12-2016
Christopher Ryan PerriBB&T Investment Services, Inc.Edward Jones02-09-2015
Chester Alan ParamoreBB&T Investment Services, Inc.Edward Jones02-09-2015
Daniel CiolekBB&T Investment Services, Inc.Edward Jones11-04-2014
Joshua Stearman BoyleBB&T Investment Services, Inc.Edward Jones08-11-2014
Minesh P AminBB&T Investment Services, Inc.Edward Jones$5003-10-2014
Myles C. SitesBB&T Investment Services, Inc.Edward Jones01-13-2014
Ashley Elmo ArnsdorffBB&T Investment Services, Inc.Edward Jones$1001-13-2014
Jon Kyle WilliamsBB&T Investment Services, Inc.Edward Jones08-30-2013
George Patrick FarleyBB&T Investment Services, Inc.Edward Jones11-05-2012
Joshua D. StearBB&T Investment Services, Inc.Edward Jones10-24-2012
Kimberly Jo BetzBB&T Investment Services, Inc.Edward Jones08-13-2012
Robert E SwankBB&T Investment Services, Inc.Edward Jones06-19-2012
Ruth Ann BarriosBB&T Investment Services, Inc.Edward Jones$1005-14-2012
Stephen Bradley HalesBB&T Investment Services, Inc.Edward Jones$1002-13-2012
Donald R. MandevilleBB&T Investment Services, Inc.Edward Jones01-17-2012
Gerald Willis YoungeBB&T Investment Services, Inc.Edward Jones12-05-2011
Derek R. YerdonBB&T Investment Services, Inc.Edward Jones08-15-2011
Ryan Sanford LawsonBB&T Investment Services, Inc.Edward Jones08-01-2011
Joshua Mark HammBB&T Investment Services, Inc.Edward Jones06-06-2011
William T PayneBB&T Investment Services, Inc.Edward Jones$10004-11-2011
Thomas Theodore GerardiBB&T Investment Services, Inc.Edward Jones03-07-2011
Brandan Matthew KotBB&T Investment Services, Inc.Edward Jones02-02-2011
Tobias Allan MeekBB&T Investment Services, Inc.Edward Jones12-20-2010
Next Page »

Showing 1 to 25 of 33 entries

Page 1 | 2

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.