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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam H YarboroughBB&T Investment Services, Inc.Edward Jones$1002-16-2010
Alan Pierce WoodsonBB&T Investment Services, Inc.Edward Jones$5005-17-2010
Ashley Elmo ArnsdorffBB&T Investment Services, Inc.Edward Jones$1001-13-2014
Brandan Matthew KotBB&T Investment Services, Inc.Edward Jones02-02-2011
Chester Alan ParamoreBB&T Investment Services, Inc.Edward Jones02-09-2015
Christopher Ryan PerriBB&T Investment Services, Inc.Edward Jones02-09-2015
Daniel CiolekBB&T Investment Services, Inc.Edward Jones11-04-2014
Derek R. YerdonBB&T Investment Services, Inc.Edward Jones08-15-2011
Donald R. MandevilleBB&T Investment Services, Inc.Edward Jones01-17-2012
George Patrick FarleyBB&T Investment Services, Inc.Edward Jones11-05-2012
Gerald Willis YoungeBB&T Investment Services, Inc.Edward Jones12-05-2011
Jon Kyle WilliamsBB&T Investment Services, Inc.Edward Jones08-30-2013
Joshua D. StearBB&T Investment Services, Inc.Edward Jones10-24-2012
Joshua Mark HammBB&T Investment Services, Inc.Edward Jones06-06-2011
Joshua Stearman BoyleBB&T Investment Services, Inc.Edward Jones08-11-2014
Khoanam DuongBB&T Investment Services, Inc.Edward Jones09-14-2009
Kimberly Jo BetzBB&T Investment Services, Inc.Edward Jones08-13-2012
Minesh P AminBB&T Investment Services, Inc.Edward Jones$5003-10-2014
Morisea DavisBB&T Investment Services, Inc.Edward Jones01-12-2016
Myles C. SitesBB&T Investment Services, Inc.Edward Jones01-13-2014
Robert E SwankBB&T Investment Services, Inc.Edward Jones06-19-2012
Ruth Ann BarriosBB&T Investment Services, Inc.Edward Jones$1005-14-2012
Ryan Sanford LawsonBB&T Investment Services, Inc.Edward Jones08-01-2011
Sam Andrew MorrisonBB&T Investment Services, Inc.Edward Jones08-02-2016
Sommer S. BrownBB&T Investment Services, Inc.Edward Jones08-06-2009
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Showing 1 to 25 of 33 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.