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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Daniel RobinsonBB&T Securities, LLCRBC Capital Markets, LLC$10005-06-2016
Steven KennyBB&T Securities, LLCRBC Capital Markets, LLC05-06-2016
Stuart W HuckinBB&T Securities, LLCUSCA Securities LLC02-24-2017
William Anthony KoppBB&T Securities, LLCUBS Financial Services Inc.11-30-2017
Sylvester T. Johnson Jr.BB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Miles Gehart OurenBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Janelle Anne WalkerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jason Douglas McCarthyBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jason Matthew AdamcikBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Marcus Brent WalkerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jarrod Clayton BurgessBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Emilio Guajardo Jr.BB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Erica Alisa FalcomataBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Kristopher Alexander KarazissisBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jason Edward WestBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Doron Jared EladBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Jacob Andrew WrightBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Claudia Edith HinojosaBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Tyra Camille WeaverBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Eric Laurin JohnsonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2018
Erin Michelle SmithBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-15-2018
Larry Carlton MiltonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$11505-04-2018
Robert Edward BrownBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2018
Jeremy Blaine StaussBB&T Securities, LLCUMB Financial Services, Inc.06-15-2018
Donald William Bescher IIIBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2018
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Showing 1 to 25 of 28 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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