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
Larry Wayne Keith Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Samantha C. McDevittBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Timothy E. GarrettBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Brent Jared HeltonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Victor Guillermo Valentino-RodriguezBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
David A. BratcherBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
James F. Blackwell Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Chancey Joseph ZifkoBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Christopher Todd HuntBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Ilir BerberiBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Riley Christopher GallaherBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jillian Leigh SummersBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Qutevia Wilette WeaverBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Glenda Rose BurkettBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Michael Paul BishBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Gregory Mark HudsonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Randall Scott WestBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-29-2017
Jeffrey Alan LewisBB&T Securities, LLCStephens$7409-12-2017
Brock Eugene HimanBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2016
Matthew Brantley JohnsonBB&T Securities, LLCBB&T Investment Services, Inc.08-03-2016
Benjamin Everett LinkBB&T Securities, LLCUBS Financial Services Inc.$10005-24-2016
William Merrick SemansBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-03-2015
Alicia Ann ZmudaBB&T Securities, LLCFirst Citizens Securities Corporation$5005-20-2015
Joseph Mahoney DumserBB&T Securities, LLCFirst Citizens Investor Services, Inc.05-01-2015
Richard Peter Class IIBB&T Securities, LLCWells Fargo Clearing Services, LLC12-12-2014
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Showing 51 to 75 of 83 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.

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