DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Bb&T Securities, LLC

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
Hannibal Camillo TrapuzzanoWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJan 24, 2018Jan 4, 2018
Belkys MejiaPrincipal Securities, Inc. otherBb&T Securities, LLC BD affiliatedOtherJan 18, 2018Apr 4, 2018 (76 d)
Kevin Michael HottVanguard Advisers, Inc. otherBb&T Securities, LLC otherOtherJan 9, 2018Jan 23, 2018
Virginia BrakeWells Fargo Advisors wirehouseBb&T Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 5, 2018May 16, 2018 (131 d)
Greyson H HuberPruco Securities, LLC BD affiliatedBb&T Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2018Mar 28, 2018 (83 d)
Karen Worthen DixonGfo Advisory Services, LLC otherBb&T Securities, LLC BD affiliatedOtherDec 31, 2017Dec 9, 2019 (708 d)
Erin Michelle SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 15, 2017Jun 18, 2018 (185 d)
Jason Axel MertzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 14, 2017Dec 8, 2017
Jeffrey John BulgerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 14, 2017Dec 8, 2017
Michael P BishMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 14, 2017Dec 8, 2017
Gregory M HudsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 14, 2017Dec 8, 2017
Erin Patricia LuckhauptMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 13, 2017Dec 8, 2017
Rebecca Blake KishbaughMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 13, 2017Dec 12, 2017
Landon J WeeksBb&T Investment Services, Inc. otherBb&T Securities, LLC otherOtherDec 12, 2017Dec 22, 2017
William Anthony KoppUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherDec 11, 2017Nov 30, 2017
Chris Edward CooksonUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherDec 11, 2017Nov 30, 2017
Michael Thomas BrooksUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherDec 11, 2017Nov 30, 2017
Matthew Craig HallUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherDec 8, 2017Feb 1, 2018 (55 d)
Randy Lewis StarkWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherDec 5, 2017Nov 28, 2017
Taryn L KestersonFirst Allied Advisory Services, Inc. otherBb&T Securities, LLC otherOtherDec 4, 2017Dec 6, 2017
Steven Archie NapierMorgan Stanley wirehouseBb&T Securities, LLC otherOtherDec 1, 2017Nov 7, 2017
Randall Scott WestMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherNov 30, 2017Nov 29, 2017
Shannon Michelle JenkeRobert W. Baird & Co. Incorporated otherBb&T Securities, LLC otherOtherOct 24, 2017Oct 26, 2017
Melissa Ann LongMorgan Stanley wirehouseBb&T Securities, LLC otherOtherOct 16, 2017Oct 4, 2017
Douglas Scott McduffieFwi Wealth Management LLC state registeredBb&T Securities, LLC otherOtherOct 13, 2017Oct 24, 2017
Robert Randall PaceTruist Advisory Services, Inc. otherBb&T Securities, LLC otherOtherOct 12, 2017Oct 11, 2017
Bernice Louise MurffRaymond James & Associates, Inc. national BDBb&T Securities, LLC otherOtherOct 11, 2017Oct 12, 2017
Amanda Ludford WhatelySecurian Financial Services, Inc. otherBb&T Securities, LLC otherOtherOct 10, 2017Oct 26, 2017
Jeffrey Alan LewisStephens otherBb&T Securities, LLC otherOtherSep 15, 2017Sep 12, 2017
Mark Alexander MartorellEverbank Wealth Management otherBb&T Securities, LLC BD affiliatedOtherSep 7, 2017Jun 27, 2018 (293 d)
Maria Henline CraytonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherAug 16, 2017Sep 12, 2017
Traci-Anne DracoulisMML Investors Services, LLC otherBb&T Securities, LLC otherOtherAug 10, 2017Aug 17, 2017
Joshua J PrattaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherAug 10, 2017Aug 8, 2017
Stuart W HuckinUsca Ria LLC otherBb&T Securities, LLC otherOtherAug 4, 2017Feb 24, 2017
Kristine Joyce B SalvadorMorgan Stanley wirehouseBb&T Securities, LLC otherOtherAug 2, 2017Jan 8, 2018 (159 d)
Suzanne Michelle ChristianRobert W. Baird & Co. Incorporated otherBb&T Securities, LLC otherOtherJun 20, 2017Jun 30, 2017
Michael Todd HoffmanTruist Advisory Services, Inc. otherBb&T Securities, LLC otherOtherJun 7, 2017Jun 6, 2017
Kassidy Irene GrinerTruist Advisory Services, Inc. otherBb&T Securities, LLC otherOtherJun 7, 2017Jun 6, 2017
Thomas Frederick SchubertJanney Montgomery Scott LLC otherBb&T Securities, LLC otherOtherMay 10, 2017May 9, 2017
Adam Michael VandammeUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherMay 9, 2017May 16, 2017
Kimberly Gail PaynePnc Wealth Management otherBb&T Securities, LLC BD affiliatedOtherApr 27, 2017Mar 3, 2020 (1041 d)
Janet Weinstein MercadanteWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherApr 10, 2017Apr 6, 2017
Adam Rhett BloombergPrincipal Securities, Inc. otherBb&T Securities, LLC otherOtherMar 24, 2017Mar 22, 2017
Matthew Thomas CarasWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherMar 8, 2017Mar 3, 2017
Tiffany Beth ReidUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherMar 7, 2017Mar 6, 2017
Brenton Lohr SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2017Jun 8, 2018 (463 d)
Manuel JimenezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherFeb 28, 2017Feb 27, 2017
Walter Clayton PateMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherFeb 28, 2017Feb 27, 2017
Stokes Keisler ShealyWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherFeb 15, 2017Feb 9, 2017
Jeannie Marie Whitlock GravelleWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherFeb 15, 2017Feb 8, 2017
Kellie Newlon CarrollWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherFeb 3, 2017Jan 30, 2017
Robert Michael BruzikAdvice And Planning Services otherBb&T Securities, LLC otherOtherJan 18, 2017Mar 16, 2018 (422 d)
Glen Anthony DugganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherJan 9, 2017Jan 11, 2017
William Adam WilkinsonCetera Investment Advisers LLC otherBb&T Securities, LLC BD affiliatedOtherJan 5, 2017Aug 16, 2019 (953 d)
Brock Eugene HimanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherJan 4, 2017Dec 14, 2016
John Macintosh BarryBb&T Institutional Investment Advisers, Inc. otherBb&T Securities, LLC otherOtherDec 16, 2016Jul 11, 2017 (207 d)
Jenna Dori YinglingMorgan Stanley wirehouseBb&T Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 12, 2016Apr 25, 2018 (499 d)
Albert Barry BurnsWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherDec 7, 2016Dec 2, 2016
Hannah Lizabeth McgrathPlante Moran Financial Advisors otherBb&T Securities, LLC otherOtherDec 2, 2016Mar 29, 2017 (117 d)
Ellen Beaman BaileyMorgan Stanley wirehouseBb&T Securities, LLC otherOtherNov 17, 2016Dec 6, 2016
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298 moves match.