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.

Advisor	From	To	Type	Left	Registered
Joseph Thomas Hage	Bb&T Investment Services, Inc. other	Cetera Investment Advisers LLC other	Other	Jan 5, 2017	Jan 19, 2017
Amy Smith Parrish	Bb&T Investment Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jan 3, 2017	Feb 24, 2017 (52 d)
Carl Joseph Torchia	Bb&T Investment Services, Inc. other	Truist Advisory Services, Inc. other	Other	Dec 22, 2016	Mar 28, 2017 (96 d)
Brian Daniel Haehl	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Dec 12, 2016	Dec 2, 2016
Paul Chisholm	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 29, 2016	Feb 24, 2017 (87 d)
Eric Orlando Rivera Bonilla	Bb&T Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 16, 2016	Nov 29, 2016
Myles Sites	Bb&T Investment Services, Inc. other	Scottrade Investment Management other	Other	Oct 7, 2016	Feb 24, 2017 (140 d)
Michelle Inman Myers	Bb&T Investment Services, Inc. other	LPL Financial LLC other	Other	Oct 3, 2016	Nov 30, 2016 (58 d)
Abraham Eli Marquez	Bb&T Investment Services, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Oct 3, 2016	Oct 18, 2016
Thomas John O'Connor	Bb&T Investment Services, Inc. other	Strategic Advisers LLC national BD	Other	Sep 30, 2016	Nov 1, 2016 (32 d)
Ashlyn M Hood	Bb&T Investment Services, Inc. other	Jemma Financial Services no RAUM	Other	Sep 26, 2016	Oct 28, 2016 (32 d)
Ernest J Martinez	Bb&T Investment Services, Inc. other	Edward Jones national BD	Other	Sep 16, 2016	Dec 22, 2016 (97 d)
Kenneth Taylor Martin	Bb&T Investment Services, Inc. other	Cetera Investment Advisers LLC other	Other	Sep 9, 2016	Nov 2, 2016 (54 d)
Matthew Bird Malone	Bb&T Investment Services, Inc. other	Advice And Planning Services other	Other	Sep 9, 2016	Oct 6, 2016
William Paul Comer	Bb&T Investment Services, Inc. other	Osaic Institutions, Inc. other	Other	Sep 8, 2016	Sep 12, 2016
Daniel J Richardson	Bb&T Investment Services, Inc. other	Cetera Investment Advisers LLC other	Other	Sep 2, 2016	Sep 6, 2016
Harrison Wilkes Evans	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 31, 2016	Jan 11, 2017 (133 d)
Michael Mcgriff	Bb&T Investment Services, Inc. other	U.S. Bancorp Investments, Inc. other	Other	Aug 25, 2016	Aug 31, 2016
Matthew Brantley Johnson	Bb&T Investment Services, Inc. other	Bb&T Securities, LLC other	Other	Aug 11, 2016	Aug 3, 2016
Eric Armstrong Williams	Bb&T Investment Services, Inc. other	Bb&T Securities, LLC other	Other	Aug 9, 2016	Aug 29, 2016
Jeremy Blaine Stauss	Bb&T Investment Services, Inc. other	Umb Financial Services, Inc. other	Other	Aug 1, 2016	Aug 26, 2016
Jenelle M Mitchell	Bb&T Investment Services, Inc. other	Pnc Wealth Management other	Other	Jul 8, 2016	Aug 23, 2016 (46 d)
John Charles Persons	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 30, 2016	Jun 30, 2016
Jeremy Thomas Marcum	Bb&T Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 8, 2016	Jun 8, 2016
Dale E. Darr	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	May 19, 2016	Jun 8, 2016
Rely Hechter	Bb&T Investment Services, Inc. other	Lwm Advisory Services, LLC other	Other	Apr 15, 2016	Apr 22, 2016
Marco R Bohorquez	Bb&T Investment Services, Inc. other	Lwm Advisory Services, LLC other	Other	Apr 15, 2016	Apr 26, 2016
Khoanam Duong	Bb&T Investment Services, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Apr 13, 2016	Jun 7, 2016 (55 d)
Eric Holt Monaghan	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 11, 2016	Apr 13, 2016
Samantha A Frasier	Bb&T Investment Services, Inc. other	Hancock Whitney Investment Services Inc. other	Other	Apr 4, 2016	Apr 5, 2016
Ivey Gaskin Baker	Bb&T Investment Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 1, 2016	Apr 8, 2016
Kent Gravely	Bb&T Investment Services, Inc. other	LPL Financial LLC other	Other	Mar 30, 2016	Mar 29, 2016
Robert Dean Bosco	Bb&T Investment Services, Inc. other	Cliftonlarsonallen Wealth Advisors, LLC other	Other	Mar 22, 2016	Mar 30, 2016
Jess Michael Charles Yourkavitch	Bb&T Investment Services, Inc. other	LPL Financial LLC other	Other	Mar 16, 2016	Mar 21, 2016
Joseph Wallace Carrington	Bb&T Investment Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 15, 2016	Mar 27, 2017 (377 d)
Stephanie Renee Ames	Bb&T Investment Services, Inc. other	First Command Advisory Services other	Other	Mar 1, 2016	Jul 28, 2016 (149 d)
Albert Aaron Berg	Bb&T Investment Services, Inc. other	Palmetto Premier Advisors, LLC unclassified	Other	Feb 29, 2016	Feb 8, 2017 (345 d)
Jennifer Susan Liss	Bb&T Investment Services, Inc. other	Morgan Stanley wirehouse	Other	Jan 29, 2016	Mar 4, 2016 (35 d)
Christopher Erlewine	Bb&T Investment Services, Inc. other	Arnett Carbis Toothman Wealth Advisors LLC other	Other	Jan 7, 2016	Jan 25, 2016
Brent Allen Harpster	Bb&T Investment Services, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Dec 1, 2015	Dec 14, 2015
William A Howard	Bb&T Investment Services, Inc. other	MML Investors Services, LLC other	Other	Oct 30, 2015	Feb 1, 2016 (94 d)
Bart Hartman	Bb&T Investment Services, Inc. other	The Retirement Readiness Institute state registered	Other	Oct 30, 2015	Nov 10, 2015
Bryan Phillip Jacobs	Bb&T Investment Services, Inc. no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 21, 2015	Dec 2, 2015 (42 d)
Ellen Glenn Honeycutt	Bb&T Investment Services, Inc. no RAUM	Valic Financial Advisors, Inc. other	Other	Oct 15, 2015	Dec 18, 2015 (64 d)
Steven Peter Ganan	Bb&T Investment Services, Inc. no RAUM	UBS Financial Services Inc. wirehouse	Other	Oct 14, 2015	Oct 26, 2015
Charles Manuel Burdette	Bb&T Investment Services, Inc. no RAUM	Advice And Planning Services other	Other	Oct 9, 2015	Feb 23, 2016 (137 d)
Jeffrey Spurling	Bb&T Investment Services, Inc. no RAUM	Advisors Asset Management, Inc. other	Other	Oct 7, 2015	Oct 26, 2015
Richard Charles Austin	Bb&T Investment Services, Inc. no RAUM	Suntrust Investment Services, Inc. other	Other	Oct 2, 2015	Oct 16, 2015
Jeffrey Scott Rowland	Bb&T Investment Services, Inc. no RAUM	Cuna Brokerage Services, Inc. other	Other	Oct 2, 2015	Nov 23, 2015 (52 d)
Jacob Ross Biltz	Bb&T Investment Services, Inc. no RAUM	Scottrade Investment Management other	Other	Sep 22, 2015	Jan 26, 2017 (492 d)
Bonita G Selwaeh	Bb&T Investment Services, Inc. no RAUM	Osaic Institutions, Inc. other	Other	Sep 4, 2015	Oct 2, 2015
Jorge Camero	Bb&T Investment Services, Inc. no RAUM	Allstate Financial Advisors, LLC no RAUM	Other	Sep 1, 2015	Feb 14, 2017 (532 d)
Matthew Earl Sherbondy	Bb&T Investment Services, Inc. no RAUM	Pnc Wealth Management other	Other	Aug 28, 2015	Sep 11, 2015
Joshua Stearman Boyle	Bb&T Investment Services, Inc. no RAUM	Edward Jones national BD	Other	Aug 11, 2015	Aug 14, 2015
James William Owens	Bb&T Investment Services, Inc. no RAUM	Channel Islands Group other	Other	Aug 4, 2015	Aug 20, 2015
Amanda Evans L Field	Bb&T Investment Services, Inc. no RAUM	UBS Financial Services Inc. wirehouse	Other	Aug 3, 2015	Aug 21, 2015
Curtis L Lassiter	Bb&T Investment Services, Inc. no RAUM	Wells Fargo Advisors wirehouse	Other	Jul 31, 2015	Jul 31, 2015
Patrycja Plucinski	Bb&T Investment Services, Inc. no RAUM	Suntrust Investment Services, Inc. other	Other	Jul 24, 2015	Jul 24, 2015
Adam Everette Crotts	Bb&T Investment Services, Inc. no RAUM	Wells Fargo Advisors wirehouse	Other	Jul 6, 2015	Jul 7, 2015
Francois Roger Bigot	Bb&T Investment Services, Inc. no RAUM	Cape Investment Advisory, Inc. other	Other	Jul 1, 2015	Jul 1, 2015

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492 moves match.