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
Eli WeissmanAlexandria Capital otherBb&T Securities, LLC otherOtherNov 17, 2016Dec 5, 2016
Joseph Luis HageTruist Advisory Services, Inc. no RAUMBb&T Securities, LLC otherOtherSep 16, 2016Oct 5, 2016
Denise Lynn PelozaUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherSep 12, 2016Sep 15, 2016
Johnathon Leland CopeInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 16, 2016
Martin Edward GradyInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 16, 2016
Zachary James CatheyInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 9, 2016
Jason Travis TurnerWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherAug 17, 2016Aug 10, 2016
Edward Michael BohnslavMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherAug 15, 2016Aug 12, 2016
Matthew Brantley JohnsonBb&T Investment Services, Inc. otherBb&T Securities, LLC otherOtherAug 11, 2016Aug 3, 2016
Michael Jonathan KravitzUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherAug 10, 2016Jul 18, 2016
Brian AmsterUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherAug 10, 2016Jul 20, 2016
Eric Armstrong WilliamsBb&T Investment Services, Inc. otherBb&T Securities, LLC otherOtherAug 9, 2016Aug 29, 2016
Simon Michel JosephMorgan Stanley wirehouseBb&T Securities, LLC otherOtherAug 5, 2016Aug 24, 2016
Stephen Douglas SextonLPL Financial LLC otherBb&T Securities, LLC otherOtherAug 2, 2016Jul 18, 2016
Jessica Gabrielle KopfUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherJul 26, 2016Jul 18, 2016
Roger Alan CurtisRaymond James & Associates, Inc. national BDBb&T Securities, LLC otherOtherMay 25, 2016May 20, 2016
Robert Michael ChildsMorgan Stanley wirehouseBb&T Securities, LLC otherOtherMay 23, 2016Jul 20, 2016 (58 d)
Stephen Daniel RobinsonRBC Capital Markets, LLC national BDBb&T Securities, LLC otherOtherMay 20, 2016May 6, 2016
Steven KennyRBC Capital Markets, LLC national BDBb&T Securities, LLC otherOtherMay 20, 2016May 6, 2016
Michael Francis SwallowValley Forge Asset Management, LLC otherBb&T Securities, LLC otherOtherMay 20, 2016Mar 1, 2016
Anthony James MazzoUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherMay 3, 2016Apr 28, 2016
Hallie Ann BrenisUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherMay 3, 2016Apr 28, 2016
Adam Cory RothsteinMorgan Stanley wirehouseBb&T Securities, LLC otherOtherApr 11, 2016Mar 25, 2016
Nancy Marie BlanchetteMorgan Stanley wirehouseBb&T Securities, LLC otherOtherApr 7, 2016Feb 7, 2017 (306 d)
Benjamin E Everette LinkUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherApr 7, 2016Jun 22, 2016 (76 d)
Elizabeth Oakey LaymanCary Street Partners otherBb&T Securities, LLC otherOtherMar 30, 2016Apr 7, 2016
Jason Thomas PepeValley Forge Asset Management, LLC otherBb&T Securities, LLC otherOtherMar 30, 2016Mar 1, 2016
Daniel Patrick RodanValley Forge Asset Management, LLC otherBb&T Securities, LLC otherOtherMar 30, 2016Mar 1, 2016
David Michael KillianValley Forge Asset Management, LLC otherBb&T Securities, LLC otherOtherMar 30, 2016Mar 1, 2016
Kim Marie DavisValley Forge Asset Management, LLC otherBb&T Securities, LLC otherOtherMar 30, 2016Mar 1, 2016
Amy Robin RaismanSecurities America Advisors, Inc. otherBb&T Securities, LLC otherOtherMar 17, 2016Mar 21, 2016
William Patrick GambleWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherMar 11, 2016Mar 14, 2016
Jared Van Dyke QuereauStratton Management Company otherBb&T Securities, LLC otherOtherMar 10, 2016Mar 1, 2016
Michael Joseph AdamsStratton Management Company otherBb&T Securities, LLC otherOtherMar 10, 2016Mar 1, 2016
Jason E ListVanguard Advisers, Inc. otherBb&T Securities, LLC BD affiliatedOtherFeb 9, 2016Nov 9, 2018 (1004 d)
Clarence Buford TaylorSuntrust Investment Services, Inc. otherBb&T Securities, LLC otherOtherJan 20, 2016Jan 15, 2016
James ElderGlobal Retirement Partners LLC otherBb&T Securities, LLC otherOtherJan 4, 2016Jan 12, 2016
Samantha Bissland-Moore LinkTd Ameritrade Investment Management, LLC otherBb&T Securities, LLC otherOtherDec 15, 2015Dec 9, 2015
Richard Augustine SementaUnited Brokerage Services Inc otherBb&T Securities, LLC otherOtherDec 14, 2015Jan 7, 2016
Randy Christopher DomikisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherDec 3, 2015Jan 14, 2016 (42 d)
Erin Elizabeth FuselierWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherNov 5, 2015Oct 29, 2015
Thomas Charles FontanaWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 15, 2015Oct 14, 2015
Alex Michael FontanaWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 15, 2015Oct 14, 2015
Jeffrey Alan TuckerWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 14, 2015Oct 14, 2015
Lachelle Elaine MosesWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 13, 2015Dec 20, 2016 (434 d)
Kathleen R KeleherMorgan Stanley wirehouseBb&T Securities, LLC otherOtherOct 9, 2015Mar 2, 2016 (145 d)
Ashley Michelle DavisDavenport & Company LLC otherBb&T Securities, LLC otherOtherOct 1, 2015Oct 5, 2015
Sarah Frances ShottsMorgan Stanley wirehouseBb&T Securities, LLC otherOtherSep 29, 2015Sep 25, 2015
William Merrick SemansMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherAug 14, 2015Aug 3, 2015
Emily Myre WillemsEdward Jones national BDBb&T Securities, LLC otherOtherAug 12, 2015Nov 6, 2017 (817 d)
Melody P GlassWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherAug 11, 2015Aug 26, 2015
Susan Michele DampierWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJun 10, 2015Jun 8, 2015
Ryan Hudson JonesWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJun 10, 2015Jun 8, 2015
Mark Andrew JonesWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJun 10, 2015Jun 8, 2015
Alicia Ann ZmudaFirst Citizens Asset Management, Inc otherBb&T Securities, LLC otherOtherMay 20, 2015May 20, 2015
Daniel Aaron PriceSuntrust Investment Services, Inc. otherBb&T Securities, LLC otherOtherMay 18, 2015May 15, 2015
Edmond Darby HenleyMorgan Stanley wirehouseBb&T Securities, LLC otherOtherMay 13, 2015Nov 23, 2015 (194 d)
James Troy SchiermeyerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherMay 5, 2015Jan 20, 2016 (260 d)
Joseph Mahoney DumserFirst Citizens Investor Services, Inc. otherBb&T Securities, LLC otherOtherMay 4, 2015May 1, 2015
Mayo M WoodwardAmeriprise Financial Services, LLC national BDBb&T Securities, LLC otherOtherFeb 9, 2015Jan 28, 2015
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298 moves match.