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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allison Marie TaylorSunTrust Investment Services, Inc.BB&T Investment Services, Inc.01-13-2010
Benjamin Aneurin Huggin Jr.EQIS Capital ManagementBB&T Investment Services, Inc.11-12-2015
Charles Edward Held IISunTrust Investment Services, Inc.BB&T Investment Services, Inc.06-30-2011
Cheryl West LangstonUSAA Financial Advisors, Inc.BB&T Investment Services, Inc.08-02-2012
Christina Hall JamesHighTower Securities, LLCBB&T Investment Services, Inc.09-01-2017
Christopher Ahlgren LawsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.11-03-2016
Christopher Michael WilkinsonSunTrust Investment Services, Inc.BB&T Investment Services, Inc.06-28-2011
Curtis Leon Lassiter Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.07-31-2015
Cynthia Bea SerotaSunTrust Investment Services, Inc.BB&T Investment Services, Inc.08-01-2010
Darcus Ellen BrenemanINVEST Financial CorporationBB&T Investment Services, Inc.$10008-04-2016
Edward Jerome Bullano Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.05-30-2012
Elizabeth Ann UpdikeWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.01-09-2015
Ellen Honeycutt WilbornVALIC Financial Advisors, Inc.BB&T Investment Services, Inc.12-18-2015
Enoch Scott ArnettInfinex Investments, Inc.BB&T Investment Services, Inc.04-01-2015
Harold Rucker VincentOppenheimer & Co. Inc.BB&T Investment Services, Inc.$10004-20-2017
James L. SpickardAmeriprise Financial Services, Inc.BB&T Investment Services, Inc.05-09-2014
Jeffrey Harting McMahonLPL Financial LLCBB&T Investment Services, Inc.12-20-2012
Jeremy Thomas MarcumMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.$25006-08-2016
Jerry Lee McMillanBeacon Wealth Consultants, Inc.BB&T Investment Services, Inc.04-27-2017
Jonathan Richard FerrellWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.03-31-2017
Joseph Matthew WalukWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.$10011-12-2010
Joseph William Omalley IVMutual of Omaha Investor Services, Inc.BB&T Investment Services, Inc.05-04-2016
Joshua Adam StrangeSunTrust Investment Services, Inc.BB&T Investment Services, Inc.$50007-17-2014
Justin Louis MorrisRaymond James & Associates, Inc.BB&T Investment Services, Inc.07-20-2012
Keith Alan JohnsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Investment Services, Inc.02-28-2012
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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.