DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Bb&T Institutional Investment Advisers, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Carl Jefferson Settles	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Jan 29, 2021	May 25, 2021 (116 d)
John White Donnan Lindquist	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 4, 2021
David Zachariah Walley	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 5, 2021
Edward Taylor Hill	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 5, 2021
Christopher Andrew Furner	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 4, 2021
James George Walls	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 18, 2021 (138 d)
Heather Brooks Peters	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 4, 2021
Jeffrey Neil Chapman	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 4, 2021
Robert Appleman	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 19, 2021
James Wesley Page	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	Jul 21, 2021 (202 d)
Denise Sparks Prince	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 18, 2021 (138 d)
Meredith Mcburney Barbour	Bb&T Institutional Investment Advisers, Inc. institutional	LPL Financial LLC BD affiliated	Other	Dec 31, 2020	Dec 7, 2020
Marisa Beth Lindsey	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 18, 2021 (138 d)
Traci Brockman Pennell	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	Jun 24, 2021 (175 d)
Victor Andres Salazar	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 5, 2021
Raymond Kevin Peterson	Bb&T Institutional Investment Advisers, Inc. institutional	Sterling Capital Management LLC other	Other	Dec 31, 2020	Dec 5, 2022 (704 d)
Cindy Bea Autry	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 8, 2021
Stephen Robert Gegg	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	Jun 8, 2021 (159 d)
Katrina Syble Vanderdray	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Apr 20, 2021 (110 d)
Adam Ross Bush	Bb&T Institutional Investment Advisers, Inc. institutional	Newport Group Consulting, LLC institutional	Other	Dec 31, 2020	Apr 20, 2021 (110 d)
Austin Edward Pruitt	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 18, 2021 (138 d)
Jeffrey K Herr	Bb&T Institutional Investment Advisers, Inc. institutional	Truist Advisory Services, Inc. BD affiliated	Other	Dec 31, 2020	Sep 2, 2021 (245 d)
Linda Michelle Bumgarner	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 25, 2021 (145 d)
Thomas James Green	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 25, 2021 (145 d)
Todd Andrew Brooker	Bb&T Institutional Investment Advisers, Inc. institutional	Ascensus Investment Advisors, LLC institutional	Other	Dec 31, 2020	May 18, 2021 (138 d)
John Drexel Barrett	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	Dec 31, 2020	Jan 4, 2021
Ashley Beth Cluley	Bb&T Institutional Investment Advisers, Inc. institutional	Foster Victor independent RIA	Other	Dec 31, 2020	Jan 5, 2021
Joseph Patrick Walsh	Bb&T Institutional Investment Advisers, Inc. institutional	Alliant Wealth Advisors independent RIA	Other	Oct 30, 2020	Jul 21, 2021 (264 d)
Leon Nicholas Pace	Bb&T Institutional Investment Advisers, Inc. institutional	Lindenwold Advisors Inc. no RAUM	Other	Oct 30, 2020	Jul 8, 2020
Joseph Robert Zarzycki	Bb&T Institutional Investment Advisers, Inc. institutional	Cerity Partners Ocio LLC independent RIA	Other	Oct 30, 2020	Mar 15, 2021 (136 d)
Matthew Jordan Van Name	Bb&T Institutional Investment Advisers, Inc. institutional	Usi Advisors institutional	Other	Oct 30, 2020	Dec 8, 2020 (39 d)
Phillip Westhoff	Bb&T Institutional Investment Advisers, Inc. institutional	Incline Wealth state registered	Other	Oct 30, 2020	Jun 22, 2021 (235 d)
Joel Thomas Rabanal	Bb&T Institutional Investment Advisers, Inc. institutional	Persium Advisors, LLC independent RIA	Other	Oct 30, 2020	Jan 19, 2021 (81 d)
Dianne Pagano Manges	Bb&T Institutional Investment Advisers, Inc. institutional	Cornerstone Advisors Asset Management, LLC other	Other	Aug 18, 2020	Jun 2, 2026 (2114 d)
Sarah Bennett Palmquist	Bb&T Institutional Investment Advisers, Inc. institutional	Sterling Capital Management LLC other	Other	Mar 26, 2020	Apr 24, 2020
Allan Frederick Westcott	Bb&T Institutional Investment Advisers, Inc. institutional	Iaff-Fc Advisors LLC no RAUM	Other	Jul 19, 2018	Jul 5, 2023 (1812 d)
Katrina Yvette Taylor	Bb&T Institutional Investment Advisers, Inc. institutional	Onedigital institutional	Other	May 29, 2018	Feb 25, 2022 (1368 d)
Christopher Robert Stauffer	Bb&T Institutional Investment Advisers, Inc. institutional	Captrust institutional	Other	May 29, 2018	May 31, 2018
Valerie Willetts Young	Bb&T Institutional Investment Advisers, Inc. other	Captrust other	Other	Apr 12, 2017	Oct 16, 2017 (187 d)
John Macintosh Barry	Bb&T Institutional Investment Advisers, Inc. other	Bb&T Securities, LLC other	Other	Dec 16, 2016	Jul 11, 2017 (207 d)
Lauren Christine Cellucci	Bb&T Institutional Investment Advisers, Inc. other	Marquette Associates, Inc. other	Other	Aug 24, 2016	Feb 14, 2024 (2730 d)
Danny Scott Wilkinson	Bb&T Institutional Investment Advisers, Inc. other	Pnc Capital Advisors LLC other	Other	Mar 16, 2016	Jan 19, 2016
Rosalyn Kristina Brown	Bb&T Institutional Investment Advisers, Inc. other	Pnc Capital Advisors LLC other	Other	Dec 4, 2015	Mar 9, 2016 (96 d)
Jeremy Raymond Borders	Bb&T Institutional Investment Advisers, Inc. other	LPL Financial LLC other	Other	Oct 5, 2015	Feb 3, 2016 (121 d)
Henry Osbourne Dunbar	Bb&T Institutional Investment Advisers, Inc. other	First Citizens Investor Services, Inc. other	Other	Oct 6, 2014	Oct 7, 2014
Brent Andrew Simpson	Bb&T Institutional Investment Advisers, Inc. other	First Allied Advisory Services, Inc. other	Other	Oct 24, 2013	Nov 7, 2013
Amy Catherine Speas	Bb&T Institutional Investment Advisers, Inc. other	LPL Financial LLC other	Other	Aug 14, 2013	Dec 9, 2013 (117 d)
Sheray Ginine Oliver	Bb&T Institutional Investment Advisers, Inc. other	Newport Group Securities, Inc. other	Other	Jun 5, 2013	May 30, 2013
Joseph Patrick Walsh	Bb&T Institutional Investment Advisers, Inc. other	Pnc Capital Advisors LLC other	Other	Sep 21, 2012	Oct 22, 2012 (31 d)
Lisa Lynn Cain	Bb&T Institutional Investment Advisers, Inc. other	Huntington Financial Advisors other	Other	Feb 10, 2012	Sep 28, 2011
Brian Michael Mccormack	Bb&T Institutional Investment Advisers, Inc. other	Captrust Financial Advisors other	Other	Nov 14, 2011	Feb 22, 2012 (100 d)
Traci Brockman Pennell	Bb&T Institutional Investment Advisers, Inc. other	Bb&T Asset Management, Inc. unclassified	Other	Nov 9, 2007	Nov 19, 2007
Julian Grice Hunt	Bb&T Institutional Investment Advisers, Inc. other	Primetrust Advisors LLC no RAUM	Other	Sep 29, 2006	Oct 26, 2006

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53 moves match.