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
Evan D. MoogBB&T Securities, LLCDavenport & Company LLC05-21-2019
Edward Ladd CurrensBB&T Securities, LLCMorgan Stanley03-06-2018
Matthew Craig HallBB&T Securities, LLCUBS Financial Services Inc.02-01-2018
Barbara Johna GarciaBB&T Securities, LLCFirst Command Financial Planning, Inc.01-08-2018
Melissa Ann LongBB&T Securities, LLCMorgan Stanley10-04-2017
Traci-Anne DracoulisBB&T Securities, LLCMML Investors Services, LLC08-17-2017
Helen Elizabeth FokianosBB&T Securities, LLCMorgan Stanley07-31-2017
Simon Michel JosephBB&T Securities, LLCMorgan Stanley08-24-2016
Edward Michael BohnslavBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2016
Jason Travis TurnerBB&T Securities, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-10-2016
Brandon Richard GroegerBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2016
Daniel Keys GushmanBB&T Securities, LLCBerkadia Capital Markets LLC12-07-2015
Lachelle Elaine MosesBB&T Securities, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-16-2015
Otto Gregory Glatt IIIBB&T Securities, LLCB. Riley Wealth Management09-16-2015
Daniel Aaron Morgan PriceBB&T Securities, LLCSunTrust Investment Services, Inc.05-15-2015
Joseph Whiteman Bartholomew IIIBB&T Securities, LLCMorgan Stanley02-14-2014
Jason Axel MertzBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10012-18-2017
Michael Thomas BrooksBB&T Securities, LLCUBS Financial Services Inc.$10011-30-2017
Janet Weinstein MercadanteBB&T Securities, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10004-06-2017
Clarence Buford Taylor Jr.BB&T Securities, LLCSunTrust Investment Services, Inc.$10001-15-2016
Brantley HathawayBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-30-2014
David Noel Bowman Jr.BB&T Securities, LLCSunTrust Advisory Services, Inc.$10509-25-2018
Terry Charles PrinceBB&T Securities, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$13701-04-2018
Gregory Kent YurconicBB&T Securities, LLCFirst Command Financial Planning, Inc.$15008-06-2018
John Bellinger LewisBB&T Securities, LLCMorgan Stanley$15002-13-2014
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Showing 1 to 25 of 33 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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