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
Christina Hall JamesHighTower Securities, LLCBB&T Investment Services, Inc.09-01-2017
Paul Matthew BarbieriPruco Securities, LLC.BB&T Investment Services, Inc.07-11-2017
Jerry Lee McmillanBeacon Wealth Consultants, Inc.BB&T Investment Services, Inc.04-27-2017
Harold Rucker VincentOppenheimer & Co. Inc.BB&T Investment Services, Inc.$104-20-2017
Jonathan Richard FerrellWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.03-31-2017
Christopher Ahlgren LawsonWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-03-2016
William Paul ComerInfinex Investments, Inc.BB&T Investment Services, Inc.09-12-2016
Jeremy Thomas MarcumMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.$2506-08-2016
Joseph William Omalley IVMutual of Omaha Investor Services, Inc.BB&T Investment Services, Inc.05-04-2016
Mark Joseph MagnoneM&T Securities, Inc.BB&T Investment Services, Inc.02-11-2016
Roger Eugene WintersSunTrust Investment Services, Inc.BB&T Investment Services, Inc.02-09-2016
Ellen Honeycutt WilbornVALIC Financial Advisors, Inc.BB&T Investment Services, Inc.12-18-2015
Curtis Leon Lassiter Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-31-2015
Patrycja PlucinskiSunTrust Investment Services, Inc.BB&T Investment Services, Inc.07-24-2015
Enoch Scott ArnettInfinex Investments, Inc.BB&T Investment Services, Inc.04-01-2015
Elizabeth Ann UpdikeWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.01-09-2015
Michael N HudginsSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$15009-26-2014
Joshua Adam StrangeSunTrust Investment Services, Inc.BB&T Investment Services, Inc.07-17-2014
James L. SpickardAmeriprise Financial Services, Inc.BB&T Investment Services, Inc.05-09-2014
Roberta Zmuda GreenspanSunTrust Investment Services, Inc.BB&T Investment Services, Inc.04-16-2014
Torsten Blaine HermansenWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.06-03-2013
Michael Craig MyersWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.03-08-2013
Jeffrey Harting McmahonLPL Financial LLCBB&T Investment Services, Inc.12-20-2012
Justin Louis MorrisRaymond James & Associates, Inc.BB&T Investment Services, Inc.07-20-2012
Edward Jerome Bullano Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.05-30-2012
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Showing 1 to 25 of 37 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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