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
Justin Brooks BuntingBb&T Investment Services, Inc. no RAUMOsaic Institutions, Inc. otherOtherMar 3, 2014Mar 4, 2014
Pool PaucarBb&T Investment Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 28, 2014Mar 25, 2014
Eric Brandon MontgomeryBb&T Investment Services, Inc. no RAUMLPL Financial LLC otherOtherFeb 21, 2014Sep 26, 2016 (948 d)
Harold Rucker VincentBb&T Investment Services, Inc. no RAUMPnc Wealth Management otherOtherFeb 3, 2014Feb 3, 2014
Todd Jonathan FeintuchBb&T Investment Services, Inc. no RAUMSuntrust Investment Services, Inc. otherOtherJan 31, 2014Apr 28, 2014 (87 d)
Oswaldo M MedinaBb&T Investment Services, Inc. no RAUMCitigroup Global Markets Inc. otherOtherJan 2, 2014Jan 15, 2014
Daniel Micah ChangBb&T Investment Services, Inc. no RAUMVanguard Advisers, Inc. otherOtherJan 2, 2014Jul 6, 2016 (916 d)
Timothy Patrick OhayerBb&T Investment Services, Inc. no RAUMDempsey Lord Smith, LLC otherOtherDec 31, 2013May 2, 2017 (1218 d)
Cody Allen JeffcoatBb&T Investment Services, Inc. no RAUMTruist Advisory Services, Inc. no RAUMOtherDec 11, 2013Sep 13, 2016 (1007 d)
Corey Paul FrankBb&T Investment Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherDec 2, 2013Dec 9, 2013
Paul John MillerBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherDec 2, 2013Dec 2, 2013
Michael Ray SmithBb&T Investment Services, Inc. no RAUMAdvice And Planning Services otherOtherNov 26, 2013Jul 22, 2014 (238 d)
Celeste Kathleen ByersBb&T Investment Services, Inc. no RAUMSuntrust Investment Services, Inc. otherOtherNov 18, 2013Jan 10, 2014 (53 d)
Dustin Mychael VanweerdhuizenBb&T Investment Services, Inc. no RAUMRaymond James Financial Services Advisors, Inc otherOtherNov 15, 2013Nov 18, 2013
Jorge MenendezBb&T Investment Services, Inc. no RAUMCitigroup Global Markets Inc. otherOtherNov 12, 2013Nov 22, 2013
Barry V BlalockBb&T Investment Services, Inc. no RAUMPnc Wealth Management otherOtherNov 12, 2013Nov 22, 2013
Stephanie Michelle StanfieldBb&T Investment Services, Inc. no RAUMSuntrust Investment Services, Inc. otherOtherOct 28, 2013Jan 24, 2014 (88 d)
John Curtis FloydBb&T Investment Services, Inc. no RAUMLPL Financial LLC otherOtherOct 21, 2013Oct 18, 2013
William Dale KellyBb&T Investment Services, Inc. no RAUMCetera Investment Services LLC otherOtherOct 18, 2013Nov 29, 2013 (42 d)
Amanda Simconis GunnBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherOct 15, 2013Oct 10, 2013
Atif Mohammed SakraniBb&T Investment Services, Inc. no RAUMAdvice And Planning Services otherOtherOct 9, 2013Dec 19, 2013 (71 d)
Jon Erik HuffmanBb&T Investment Services, Inc. no RAUMAdvice And Planning Services otherOtherOct 3, 2013Dec 3, 2013 (61 d)
Pamela BoodhooBb&T Investment Services, Inc. no RAUMNfsg Corporation otherOtherSep 19, 2013Oct 21, 2013 (32 d)
Melissa Ann BarnesBb&T Investment Services, Inc. no RAUMPnc Wealth Management otherOtherAug 30, 2013Sep 16, 2013
Daniel Andrew HoffeBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherAug 16, 2013Aug 10, 2016 (1090 d)
Rishi VyasBb&T Investment Services, Inc. no RAUMPnc Wealth Management otherOtherAug 14, 2013Dec 2, 2014 (475 d)
Michael BonoBb&T Investment Services, Inc. no RAUMAdvice And Planning Services otherOtherAug 13, 2013Sep 13, 2016 (1127 d)
David Alan BushBb&T Investment Services, Inc. no RAUMLPL Financial LLC otherOtherJul 31, 2013May 15, 2014 (288 d)
David James CunninghamBb&T Investment Services, Inc. no RAUMCorecap Advisors otherOtherJul 24, 2013Aug 30, 2013 (37 d)
Kimberly Jo BetzBb&T Investment Services, Inc. no RAUMEdward Jones national BDOtherJul 18, 2013Jul 26, 2013
Brett Michael CovertBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherJul 17, 2013Jul 23, 2013
Sylvia Schulz HorackBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherJul 1, 2013Jul 22, 2013
Kevin M DavisBb&T Investment Services, Inc. no RAUMLPL Financial LLC otherOtherJun 25, 2013Jun 26, 2013
John Anthony BrownBb&T Investment Services, Inc. no RAUMPnc Managed Account Solutions, Inc. otherOtherJun 24, 2013Jul 10, 2013
Kelly Lea WhitlockBb&T Investment Services, Inc. no RAUMHuntington Financial Advisors otherOtherJun 18, 2013Jul 17, 2013
James KostivalBb&T Investment Services, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 13, 2013Jun 21, 2013
Kellie Newlon CarrollBb&T Investment Services, Inc. no RAUMBb&T Asset Management, Inc. unclassifiedOtherMay 29, 2013Nov 23, 2005
Michael Jay MoultrieBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherMay 6, 2013Jan 21, 2014 (260 d)
Daniel Zanti StrineBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherMay 6, 2013Jul 19, 2013 (74 d)
Timothy Calhoun GrayBb&T Investment Services, Inc. no RAUMBb&T Securities, LLC otherOtherMay 1, 2013May 1, 2013
Brian Kenneth MarshburnBb&T Investment Services, Inc. no RAUMCrown Capital Securities, L.P. otherOtherApr 19, 2013Apr 22, 2013
Trey Andrew ToifelBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherApr 17, 2013Jan 21, 2015 (644 d)
Jacqueline EldridgeBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherApr 15, 2013Apr 30, 2013
Stephen Richard SmithBb&T Investment Services, Inc. no RAUMCetera Investment Services LLC otherOtherApr 1, 2013Apr 15, 2013
Christina Johnson LaneBb&T Investment Services, Inc. no RAUMTruist Advisory Services, Inc. no RAUMOtherApr 1, 2013Sep 21, 2016 (1269 d)
Anthony Richard MahfoodBb&T Investment Services, Inc. no RAUMBison Wealth, LLC no RAUMOtherMar 12, 2013May 3, 2013 (52 d)
Joseph William RahallBb&T Investment Services, Inc. no RAUMSuntrust Investment Services, Inc. otherOtherMar 4, 2013Mar 1, 2013
Ruth Ann BarriosBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherFeb 20, 2013Feb 26, 2013
William De CardenasBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherFeb 20, 2013Feb 19, 2013
Michael Anthony JohnsBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherFeb 15, 2013Jan 21, 2014 (340 d)
John E. MayoBb&T Investment Services, Inc. no RAUMScottrade Investment Management otherOtherFeb 1, 2013Mar 2, 2017 (1490 d)
Jennifer Nicole RossBb&T Investment Services, Inc. no RAUMAdvice And Planning Services otherOtherJan 30, 2013Mar 7, 2014 (401 d)
Heather Lee HubbardBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherJan 28, 2013Mar 3, 2014 (399 d)
Randall Marvin HolcombeBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherJan 23, 2013Jan 21, 2014 (363 d)
George Frank ManiatisBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherJan 18, 2013Feb 11, 2013
Roman InochovskyBb&T Investment Services, Inc. no RAUMBright Owl Investment Advisors no RAUMOtherJan 18, 2013Sep 26, 2014 (616 d)
Patrick George RehmBb&T Investment Services, Inc. no RAUMCetera Investment Advisers LLC otherOtherJan 3, 2013Jan 21, 2014 (383 d)
Jeffrey Harting McmahonBb&T Investment Services, Inc. no RAUMLPL Financial LLC otherOtherDec 19, 2012Dec 20, 2012
Joshua Mark HammBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherDec 17, 2012Dec 14, 2012
Jeffrey Scott HughesBb&T Investment Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherDec 7, 2012Dec 7, 2012
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492 moves match.