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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mitchell William JohnsonBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC12-21-2017
Mickey Murdock MortonBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC$1,50012-05-2017
Angela Sue DiehlBB&T Investment Services, Inc.CUSO Financial Services, L.P.09-25-2017
Edward Bradshaw HarrisBB&T Investment Services, Inc.VALIC Financial Advisors, Inc.09-12-2017
Michael Gerard WilleBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC09-01-2017
Shelley Anne KnightBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC08-01-2017
Jeffery Dean PaddyfoteBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC07-14-2017
Cheryl West LangstonBB&T Investment Services, Inc.USAA Financial Advisors, Inc.06-19-2017
Ashley Justin CappsBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC06-06-2017
Billy Ray Simmons IIBB&T Investment Services, Inc.LPL Financial LLC05-05-2017
Nathan MoserBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC03-06-2017
Larry Wayne Keith Jr.BB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC11-25-2016
Mickey Murdock MortonBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC$1,50011-01-2016
Stephen S. PittsBB&T Investment Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC10-25-2016
Adriana Elizabeth Mendez-RughBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2016
Sam Andrew MorrisonBB&T Investment Services, Inc.Edward Jones08-02-2016
David A. BratcherBB&T Investment Services, Inc.PNC Investments08-01-2016
John Eric ShermanBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2016
Jose Mauricio Lopera-GuevaraBB&T Investment Services, Inc.SunTrust Investment Services, Inc.05-18-2016
Kelly Lea WhitlockBB&T Investment Services, Inc.The Huntington Investment Company04-05-2016
Anne Walton VanceBB&T Investment Services, Inc.BB&T Investment Services, Inc.03-01-2016
Corey Adam HoltzBB&T Investment Services, Inc.Infinex Investments, Inc.$1003-01-2016
Leslie Hathaway McIver Jr.BB&T Investment Services, Inc.LPL Financial LLC01-20-2016
Frederic Kent AndersBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5001-13-2016
Adam Charles BrayBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2016
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Showing 1 to 25 of 316 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.