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
Mickey Murdock MortonBB&T INVESTMENT SERVICES, INC.Wells Fargo Clearing Services, LLC12-05-2017
Angela Sue DiehlBB&T INVESTMENT SERVICES, INC.CUSO Financial Services, L.P.09-25-2017
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
Ashley Justin CappsBB&T INVESTMENT SERVICES, INC.Wells Fargo Clearing Services, LLC06-06-2017
Nathan Alexander 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, LLC11-01-2016
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
Corey Adam HoltzBB&T INVESTMENT SERVICES, INC.Infinex Investments, Inc.03-01-2016
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 Incorporated01-13-2016
Adam Charles BrayBB&T INVESTMENT SERVICES, INC.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2016
Morisea DavisBB&T INVESTMENT SERVICES, INC.Edward Jones01-12-2016
Kip Thomas SiedlingBB&T INVESTMENT SERVICES, INC.Cetera Investment Services LLC11-04-2015
Samantha Camille McdevittBB&T INVESTMENT SERVICES, INC.Wells Fargo Clearing Services, LLC11-02-2015
Chad Philip TrevithickBB&T INVESTMENT SERVICES, INC.LPL Financial LLC10-05-2015
Jarrod Daniel GouldBB&T INVESTMENT SERVICES, INC.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2015
Artem Olegovich KorniyenkoBB&T Investment Services, Inc.Morgan Stanley03-02-2015
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Showing 1 to 25 of 279 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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