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
Cheryl West LangstonWest Financial Services, Inc.BB&T Securities, LLC10-11-2019
Thomas M. BakerInfinex Investments, Inc.BB&T Securities, LLC09-11-2019
Jason William RidingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC07-15-2019
Courtney Campbell Gold CoxUnited Brokerage Services, IncBB&T Securities, LLC03-26-2018
George Holland WhitmoreRaymond James Financial Services, Inc.BB&T Securities, LLC10-06-2017
Marsha N. LawrenceRaymond James Financial Services, Inc.BB&T Securities, LLC03-24-2017
Michaele Angela DrakeDavenport & Company LLCBB&T Securities, LLC01-24-2017
Otto Gregory Glatt IIIThompson Davis & Co., Inc.BB&T Securities, LLC01-20-2017
Reynolds Gilmer Lynch IIIDavenport & Company LLCBB&T Securities, LLC11-11-2015
James Robert HowardMorgan StanleyBB&T Securities, LLC09-28-2015
Shane Collins WilhelmSunTrust Investment Services, Inc.BB&T Securities, LLC08-28-2015
Margery Lynn OnestyMorgan StanleyBB&T Securities, LLC07-24-2015
John Currin NealSunTrust Investment Services, Inc.BB&T Securities, LLC04-10-2015
Randall Alexander ArnettWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Securities, LLC01-16-2015
William Allen NashMorgan StanleyBB&T Securities, LLC07-29-2014
Kelsey Mcclelland MansmannMorgan StanleyBB&T Securities, LLC05-28-2014
Richard William Maurer Jr.Morgan StanleyBB&T Securities, LLC09-06-2013
Fonda Moore CoffeyCetera Advisor Networks LLCBB&T Securities, LLC$10009-07-2018
Brian Thomas BrunickNavy Federal Brokerage Services, LLCBB&T Securities, LLC$10006-26-2018
Bruce Randall ArnettWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Securities, LLC$10001-16-2015
Wendy Katherine WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)BB&T Securities, LLC$10001-16-2015
William Randolph ViaOppenheimer & Co. Inc.BB&T Securities, LLC$10005-15-2014
Amy Rosen RiceMorgan StanleyBB&T Securities, LLC$10005-13-2014
Carl Anthony MooreSecurities America, Inc.BB&T Securities, LLC$10006-19-2013
Arch Mcdowell Brown Jr.Raymond James Financial Services, Inc.BB&T Securities, LLC$15003-24-2017
Next Page »

Showing 1 to 25 of 34 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.