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
James L. SpickardAmeriprise Financial Services, Inc.BB&T Investment Services, Inc.05-09-2014
Paul Joseph ShibleyBB&T Securities, LLCBB&T Investment Services, Inc.$50001-02-2018
Jonathan Daniel MyersBB&T Securities, LLCBB&T Investment Services, Inc.$15001-02-2018
Andrew Mitchell BraumannBB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Charles David Mitchell Jr.BB&T Securities, LLCBB&T Investment Services, Inc.$10001-02-2018
Jennifer C. NeaseBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Robert Paul MarchesanoBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Kevin John LakinBB&T Securities, LLCBB&T Investment Services, Inc.$5001-02-2018
Jason B. MoretzBB&T Securities, LLCBB&T Investment Services, Inc.$2501-02-2018
Theodore Niles BargerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Charles Eugene RusmiselBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Cheryl West LangstonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Douglas Penn FrenchBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Robert Gerard HowardBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Clarke Meredith PayneBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Thomas M. BakerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Adam Taylor PeacheeBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Marcella Mills BresciaBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Craig Atwell FryeBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Thomas Allen DukesBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Christopher M LaroccaBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Daniel Anthony SandifordBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Gustavo LaguardaBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Stephen Roy WilsonBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Tanya Elizabeth BattleBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Next Page »

Showing 1 to 25 of 52 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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