RIA Intelligence

• Truist Advisory Services, Inc. BD affiliated current
  since Jul 15, 2026 · York, Pa
• Strategic Advisers LLC national BD
  Mar 31, 2025 to Jun 18, 2026 · Charlotte, Nc
• Fidelity Personal And Workplace Advisors former
  Jan 13, 2022 to Mar 31, 2025 · Charlotte, Nc
• LPL Financial LLC BD affiliated
  Nov 20, 2020 to Feb 25, 2021 · Fort Mill, Sc
• First Citizens Investor Services, Inc. BD affiliated
  Dec 10, 2018 to Oct 13, 2020 · Charlotte, Nc
• Wells Fargo Advisors wirehouse
  Dec 7, 2012 to Dec 12, 2018 · Matthews, Nc
• Bb&T Investment Services, Inc. former
  Jan 11, 2010 to Dec 7, 2012 · Mooresville, Nc
• Suntrust Investment Services, Inc. former
  Feb 23, 2006 to Jan 12, 2007 · Charlotte, Nc
• Bofa Advisors, LLC former
  Sep 9, 2005 to Feb 16, 2006 · Charlotte, Nc
• Wells Fargo Advisors wirehouse
  Jan 3, 2005 to Mar 21, 2005 · Charlotte, Nc
• Southtrust Securities, LLC unclassified
  Dec 3, 2004 to Dec 31, 2004 · Charlotte, Nc
• Bb&T Investment Services, Inc. former
  Oct 2, 2002 to Mar 4, 2003 · Charlotte, Nc
• UBS Financial Services Inc. wirehouse
  Dec 31, 2001 to Oct 1, 2002 · Charlotte, Nc

• Strategic Advisers LLC to Truist Advisory Services, Inc.
  left Jun 18, 2026, registered Jul 15, 2026 (27 days) · Affiliated broker-dealer or bank to another
• Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
  left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
• LPL Financial LLC to Fidelity Personal And Workplace Advisors
  left Feb 25, 2021, registered Jan 13, 2022 (322 days) · Affiliated broker-dealer or bank to another
• First Citizens Investor Services, Inc. to LPL Financial LLC
  left Oct 13, 2020, registered Nov 20, 2020 (38 days) · Affiliated broker-dealer or bank to another
• Wells Fargo Advisors to First Citizens Investor Services, Inc.
  left Dec 12, 2018, registered Dec 10, 2018 (-2 days) · Wirehouse to affiliated broker-dealer or bank
• Bb&T Investment Services, Inc. to Wells Fargo Advisors
  left Dec 7, 2012, registered Dec 7, 2012 (0 days) · Other
• Suntrust Investment Services, Inc. to Bb&T Investment Services, Inc.
  left Jan 12, 2007, registered Jan 11, 2010 (1095 days) · Other
• Bofa Advisors, LLC to Suntrust Investment Services, Inc.
  left Feb 16, 2006, registered Feb 23, 2006 (7 days) · Other
• Wells Fargo Advisors to Bofa Advisors, LLC
  left Mar 21, 2005, registered Sep 9, 2005 (172 days) · Other
• Southtrust Securities, LLC to Wells Fargo Advisors
  left Dec 31, 2004, registered Jan 3, 2005 (3 days) · Other
• Bb&T Investment Services, Inc. to Southtrust Securities, LLC
  left Mar 4, 2003, registered Dec 3, 2004 (640 days) · Other
• UBS Financial Services Inc. to Bb&T Investment Services, Inc.
  left Oct 1, 2002, registered Oct 2, 2002 (1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

• Jeffrey Scott Hughes no longer holds an investment adviser registration (last listed at Truist Advisory Services, Inc. on the 2026-09-14 feed)
  Sep 14, 2026 · Advisor registration ended · derived
• Jeffrey Scott Hughes left Strategic Advisers Llc for Truist Advisory Services, Inc. (registered 2026-07-15)
  Jun 18, 2026 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address