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 Investment Services, 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.

AdvisorFromToTypeLeftRegistered
Timothy M PhenecieBb&T Investment Services, Inc. otherQuestar Asset Management, Inc. BD affiliatedOtherJan 3, 2018Jan 2, 2018
Bryan Scott CramBb&T Investment Services, Inc. otherTruist Advisory Services, Inc. BD affiliatedOtherJan 2, 2018Feb 17, 2021 (1142 d)
Raymond Isaac HandBb&T Investment Services, Inc. otherBb&T Asset Management, Inc. unclassifiedOtherJan 2, 2018Mar 31, 2003
Carrie SprouseBb&T Investment Services, Inc. otherTruist Advisory Services, Inc. BD affiliatedOtherJan 2, 2018Feb 17, 2021 (1142 d)
Chad Philip TrevithickBb&T Investment Services, Inc. otherSoutheast Financial Group otherOtherDec 21, 2017Feb 7, 2018 (48 d)
Mario Guillermo AyalaBb&T Investment Services, Inc. otherEdward Jones national BDOtherDec 15, 2017Dec 15, 2017
Bella KhamitsaevaBb&T Investment Services, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherDec 12, 2017Dec 14, 2017
Landon J WeeksBb&T Investment Services, Inc. otherBb&T Securities, LLC otherOtherDec 12, 2017Dec 22, 2017
Justin Joseph MckayBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherDec 8, 2017Dec 14, 2017
Mark Allen ScottBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherNov 29, 2017Nov 30, 2017
Christopher Michael SheelerBb&T Investment Services, Inc. otherEsi Financial Advisors BD affiliatedOtherNov 13, 2017Aug 2, 2018 (262 d)
Richard A SimpsonBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherNov 8, 2017Feb 26, 2018 (110 d)
Gary W BoswickBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherNov 3, 2017Mar 22, 2018 (139 d)
Jeffery Ryan BickelBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherNov 2, 2017Nov 20, 2017
Christopher Joseph DeleonardoBb&T Investment Services, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherNov 1, 2017Nov 8, 2017
James Alex LancasterBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherOct 26, 2017Feb 27, 2018 (124 d)
Jonathan Michael MurrayBb&T Investment Services, Inc. otherCuna Brokerage Services, Inc. otherOtherOct 20, 2017Feb 5, 2018 (108 d)
Benjamin Bee VangBb&T Investment Services, Inc. otherAmeriprise Financial Services, LLC national BDOtherOct 20, 2017Oct 10, 2019 (720 d)
Preston Champe YatesBb&T Investment Services, Inc. otherStephens BD affiliatedOtherOct 20, 2017Oct 30, 2017
John Klayton KennedyBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherOct 11, 2017Oct 11, 2017
Heather Anne CrakeBb&T Investment Services, Inc. otherPruco Securities, LLC BD affiliatedOtherOct 5, 2017Jan 29, 2019 (481 d)
Bryan J BritchkowBb&T Investment Services, Inc. otherRz Wealth otherOtherOct 5, 2017Dec 8, 2017 (64 d)
Dreux L HargusBb&T Investment Services, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherOct 5, 2017Aug 1, 2023 (2126 d)
Chad JonesBb&T Investment Services, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherOct 2, 2017May 31, 2018 (241 d)
Andrew C PietBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherSep 29, 2017Dec 5, 2017 (67 d)
Gregory Marshall GreeneBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherSep 15, 2017Sep 28, 2017
Alec AcostaBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherSep 1, 2017Nov 14, 2017 (74 d)
Lily PryceBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherSep 1, 2017Sep 14, 2017
Melissa Lynn WrightBb&T Investment Services, Inc. otherLPL Financial LLC BD affiliatedOtherAug 29, 2017Apr 8, 2026 (3144 d)
Joshua Aaron GreenBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherAug 29, 2017Sep 14, 2017
Eugene Poole ZeiglerBb&T Investment Services, Inc. otherEdward Jones national BDOtherAug 24, 2017Aug 30, 2017
Justin CabibiBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherAug 23, 2017Oct 17, 2017 (55 d)
Afua Kusiwah BandohBb&T Investment Services, Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherJul 31, 2017May 11, 2021 (1380 d)
Brian Wilson JohnsonBb&T Investment Services, Inc. otherFidelity Personal And Workplace Advisors BD affiliatedOtherJul 28, 2017Jun 27, 2019 (699 d)
Taj Zachary RohrBb&T Investment Services, Inc. otherKingswood Wealth Advisors, LLC no RAUMOtherJul 26, 2017Aug 16, 2017
David Alan ReynoldsBb&T Investment Services, Inc. otherWesbanco Securities, Inc. BD affiliatedOtherJul 18, 2017Jul 24, 2017
Dave Louis JamesBb&T Investment Services, Inc. otherSynovus Securities, Inc. BD affiliatedOtherJul 13, 2017Oct 1, 2018 (445 d)
Justin Ray HissongBb&T Investment Services, Inc. otherPnc Wealth Management otherOtherJul 10, 2017Aug 9, 2017
Richard Haley HobgoodBb&T Investment Services, Inc. otherMorgan Stanley wirehouseOtherJun 30, 2017Jul 12, 2017
Curtis Bernard WileyBb&T Investment Services, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherJun 9, 2017Aug 11, 2017 (63 d)
Thomas John DamatoBb&T Investment Services, Inc. otherAdvice And Planning Services otherOtherMay 26, 2017Jun 20, 2017
Paul Matthew BarbieriBb&T Investment Services, Inc. otherPruco Securities, LLC otherOtherMay 19, 2017Jul 11, 2017 (53 d)
Jabbar JamisonBb&T Investment Services, Inc. otherEagle Strategies LLC otherOtherMay 16, 2017Aug 11, 2017 (87 d)
Jeremy Franklin StahlBb&T Investment Services, Inc. otherWheatland Advisors Inc otherOtherMay 15, 2017May 22, 2017
Scott WindsorBb&T Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherMay 9, 2017May 17, 2017
Michael E RubleBb&T Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 2, 2017May 25, 2017
Harold Rucker VincentBb&T Investment Services, Inc. otherOppenheimer & Co. Inc. otherOtherApr 19, 2017Apr 20, 2017
Mickey Murdock MortonBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherApr 13, 2017Apr 13, 2017
Vickie Lynn LacroixBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherMar 31, 2017Mar 31, 2017
Jonathan Richard FerrellBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherMar 30, 2017Mar 31, 2017
Justin Barry NeighbourBb&T Investment Services, Inc. otherPnc Wealth Management otherOtherMar 23, 2017Jun 8, 2017 (77 d)
Leslie Patricia Montes De OcaBb&T Investment Services, Inc. otherCitigroup Global Markets Inc. otherOtherMar 20, 2017Mar 27, 2017
Jerry Lee McmillanBb&T Investment Services, Inc. otherBeacon Wealth Consultants, Inc. otherOtherMar 13, 2017Apr 27, 2017 (45 d)
Miguel Alejandro AlvarezBb&T Investment Services, Inc. otherMorgan Stanley wirehouseOtherMar 13, 2017Oct 4, 2017 (205 d)
Eric Roger WilliamsBb&T Investment Services, Inc. otherWells Fargo Advisors wirehouseOtherMar 2, 2017Mar 3, 2017
Sam MorrisonBb&T Investment Services, Inc. otherEdward Jones national BDOtherMar 1, 2017Mar 3, 2017
Luis MunozBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherFeb 24, 2017Mar 15, 2017
Cheryl C BlakeyBb&T Investment Services, Inc. otherSantander Securities otherOtherFeb 17, 2017Feb 27, 2017
Christopher Michael CorcoranBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherFeb 1, 2017Feb 23, 2017
Carlos MorloteBb&T Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherJan 31, 2017Feb 8, 2017
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492 moves match.