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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael J. GlennonBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1008-16-2017
Justin Reuben LeekleyBB&T Investment Services, Inc.Edward Jones04-03-2017
Anthony Del PrioreBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC02-24-2017
Eugene Poole ZeiglerBB&T Investment Services, Inc.Edward Jones10-04-2016
Michael Anthony BaloyBB&T Investment Services, Inc.Edward Jones08-03-2016
Christopher J WerdenBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-29-2016
Brandon Newberry PageBB&T Investment Services, Inc.Edward Jones$106-07-2016
Jon Travis RonkBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2016
Patrick James TuiteBB&T Investment Services, Inc.Capital Investment Group, Inc.03-01-2016
Christopher William JonesBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC08-26-2015
Gregory Sham BingelBB&T Investment Services, Inc.Ameriprise Financial Services, LLC11-04-2014
Charles William ClementsonBB&T Investment Services, Inc.ProEquities, Inc.09-09-2014
Pamela Mccain PearceBB&T Investment Services, Inc.BB&T Investment Services, Inc.10-12-2012
Michael Castillo CamposBB&T Investment Services, Inc.Edward Jones04-11-2011
James Edgar VealeBB&T Investment Services, Inc.Wells Fargo Clearing Services, LLC10-26-2010
Brent James MartinBB&T Investment Services, Inc.Oppenheimer & Co. Inc.07-22-2009
George Coltrane Benoit Jr.BB&T Investment Services, Inc.BB&T Investment Services, Inc.01-27-2009

Showing 1 to 17 of 17 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.