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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Bellinger LewisBB&T Securities, LLCMorgan Stanley$15002-13-2014
Joseph Whiteman Bartholomew IIIBB&T Securities, LLCMorgan Stanley02-14-2014
Edwin Bryan Horner IVBB&T Securities, LLCNYLIFE Distributors LLC05-01-2014
Brantley HathawayBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-30-2014
Daniel Aaron Morgan PriceBB&T Securities, LLCSunTrust Investment Services, Inc.05-15-2015
Lachelle Elaine MosesBB&T Securities, LLCWells Fargo Clearing Services, LLC10-16-2015
Daniel Keys GushmanBB&T Securities, LLCBerkadia Capital Markets LLC12-07-2015
Clarence Buford Taylor Jr.BB&T Securities, LLCSunTrust Investment Services, Inc.$10001-15-2016
Joseph Bert FeldmanBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2016
Jason Travis TurnerBB&T Securities, LLCWells Fargo Clearing Services, LLC08-10-2016
Edward Michael BohnslavBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2016
Simon Michel JosephBB&T Securities, LLCMorgan Stanley08-24-2016
Jason Axel MertzBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2017
Jeffrey John BulgerBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2017
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
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Showing 1 to 25 of 59 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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