Advisor moves

Arrivals at 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
David MancusoLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 27, 2015Oct 14, 2015
Antonio Alejandro GallianiPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherOct 27, 2015Sep 8, 2017 (682 d)
Samantha Camille McdevittWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherOct 22, 2015Nov 2, 2015
Richard A SimpsonNorthwestern Mutual Investment Services,LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 20, 2015Oct 22, 2015
Joyce Nee ChenSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. otherOtherOct 9, 2015Jan 30, 2017 (479 d)
Justin Samuel RobertsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 7, 2015Oct 12, 2015
Chad Philip TrevithickLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 7, 2015Oct 5, 2015
Curtis Bernard WileyWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 25, 2015Oct 23, 2015
Marcus Brent WalkerKarsten Advisors otherBb&T Investment Services, Inc. no RAUMOtherSep 1, 2015Sep 21, 2015
William Byrd KingEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 1, 2015Sep 10, 2015
Daniel J RichardsonBerthel Fisher & Company Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 12, 2015Aug 4, 2015
Eric Roger WilliamsInvest Financial Corporation otherBb&T Investment Services, Inc. no RAUMOtherAug 10, 2015Aug 4, 2015
Doron Jared EladWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 4, 2015Aug 3, 2015
Eric Orlando Rivera BonillaCuso Financial Services, L.P. otherBb&T Investment Services, Inc. no RAUMOtherAug 3, 2015Aug 5, 2015
Kristopher Alexander KarazissisPnc Managed Account Solutions, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJul 7, 2015Aug 25, 2015 (49 d)
Rely HechterLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherJul 6, 2015Jul 8, 2015
James ElliottWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 6, 2015Jul 13, 2015
James William OwensCetera Investment Advisers LLC otherBb&T Investment Services, Inc. no RAUMOtherJun 19, 2015Jun 19, 2015
Michael McgriffCetera Investment Advisers LLC otherBb&T Investment Services, Inc. no RAUMOtherJun 18, 2015Jun 22, 2015
Dale E. DarrMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 29, 2015Jun 2, 2015
Logan Bart ConroyLPL Financial LLC otherBb&T Investment Services, Inc. otherOtherMay 27, 2015Nov 2, 2015 (159 d)
Julie Helms LancasterOmnistar Financial Group, Inc. otherBb&T Investment Services, Inc. no RAUMOtherMay 21, 2015Jan 15, 2015
Ernest J MartinezMissionsquare Retirement otherBb&T Investment Services, Inc. no RAUMOtherMay 21, 2015Jun 3, 2015
Thomas John DamatoEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 12, 2015May 22, 2015
Marco R BohorquezLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherMay 4, 2015May 7, 2015
Jeffery Michael KeczanLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherMay 1, 2015Apr 20, 2015
Jarrod Daniel GouldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 6, 2015Apr 8, 2015
Jason Douglas MccarthyCuso Financial Services, L.P. otherBb&T Investment Services, Inc. no RAUMOtherApr 2, 2015Apr 6, 2015
Ralph Anthony NicosiaWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 31, 2015May 26, 2015 (56 d)
Katie M WhiteJhs Capital Advisors, LLC otherBb&T Investment Services, Inc. no RAUMOtherMar 27, 2015Apr 13, 2015
Dustin Glynn KostalekUBS Financial Services Inc. wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 11, 2015Mar 5, 2015
Christopher Michael SheelerMML Investors Services, LLC otherBb&T Investment Services, Inc. no RAUMOtherMar 10, 2015May 4, 2015 (55 d)
Joshua Rittenhouse FretzPlanning Solutions Group, LLC otherBb&T Investment Services, Inc. no RAUMOtherMar 9, 2015Apr 14, 2014
Brent Allen HarpsterNationwide Investment Advisors, LLC otherBb&T Investment Services, Inc. no RAUMOtherMar 2, 2015Mar 9, 2015
Christopher Joseph DeleonardoWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 5, 2015Feb 10, 2015
Brent Thomas BodenCetera Advisors LLC otherBb&T Investment Services, Inc. otherOtherJan 20, 2015Oct 28, 2015 (281 d)
Alfred Bernard CrakeBb&T Securities, LLC otherBb&T Investment Services, Inc. no RAUMOtherJan 15, 2015Jan 15, 2015
Victor Guillermo Valentino-RodriguezUBS Financial Services Inc. wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 7, 2015Feb 10, 2015 (34 d)
Suzanne Carolyn DeanWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 28, 2014Mar 5, 2015 (97 d)
Gregory Sham BingelAmeriprise Financial Services, LLC national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 14, 2014Nov 4, 2014
Bryan J BritchkowWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherNov 5, 2014May 5, 2016 (547 d)
Harrison Wilkes EvansWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 4, 2014Dec 4, 2014
Carl Joseph TorchiaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 13, 2014Oct 13, 2014
Wheat Andrew KelleySuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherOct 10, 2014Oct 10, 2014
Charles William ClementsonConcourse Financial Group Advisors otherBb&T Investment Services, Inc. no RAUMOtherSep 19, 2014Sep 11, 2014
Theresa J ManderskiBb&T Securities, LLC otherBb&T Investment Services, Inc. no RAUMOtherSep 18, 2014Jul 30, 2013
Dion ThomidisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 17, 2014Sep 15, 2014
Jeremy Ray StephensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 16, 2014Sep 30, 2014
Joel Nathan Zvi GorenSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. otherOtherSep 9, 2014Nov 8, 2017 (1156 d)
Jorge CameroUsaa Financial Planning Services no RAUMBb&T Investment Services, Inc. no RAUMOtherSep 8, 2014Sep 15, 2014
Miles G OurenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 29, 2014Sep 15, 2014
Lea Anne Smith CreekmorePnc Wealth Management otherBb&T Investment Services, Inc. no RAUMOtherAug 25, 2014Sep 26, 2014 (32 d)
Matthew Bird MaloneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 11, 2014Aug 11, 2014
Eric Michael JohnsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 8, 2014Sep 9, 2014 (32 d)
Jacob Ross BiltzCetera Investment Advisers LLC otherBb&T Investment Services, Inc. no RAUMOtherAug 7, 2014Aug 12, 2014
Joshua Stearman BoyleEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 6, 2014Aug 11, 2014
Matthew Earl SherbondyB. Riley Wealth Advisors, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJul 14, 2014Jul 15, 2014
Leslie Patricia Montes De OcaJ.P. Morgan Securities LLC wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 14, 2014Jul 18, 2014
Race Alan WalkerMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 7, 2014Jul 16, 2014
Robin ThomasGlass Jacobson Wealth Advisors otherBb&T Investment Services, Inc. no RAUMOtherJun 30, 2014Jul 3, 2014
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617 moves match.