DFX Intelligence
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Elizabeth Joseph | Capital One Financial Advisors LLC unclassified | Bb&T Investment Services, Inc. no RAUM | Other | Jun 25, 2014 | Jan 20, 2015 (209 d) |
| Jacob L Biedenback | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 18, 2014 | Jul 15, 2014 |
| Michelle Inman Myers | LPL Financial LLC other | Bb&T Investment Services, Inc. no RAUM | Other | May 19, 2014 | May 19, 2014 |
| Ryan Jason Wendler | M&T Securities, Inc. unclassified | Bb&T Investment Services, Inc. no RAUM | Other | May 19, 2014 | Aug 18, 2014 (91 d) |
| Joshua Aaron Green | Suntrust Investment Services, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | May 16, 2014 | Apr 15, 2014 |
| Elisa Cameron Maxwell | Raymond James & Associates, Inc. national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 5, 2014 | Jul 21, 2014 (77 d) |
| Steven Peter Ganan | E*Trade Capital Management, LLC other | Bb&T Investment Services, Inc. no RAUM | Other | Apr 25, 2014 | Apr 14, 2014 |
| Brian Charles Zarnick | Edward Jones national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 23, 2014 | Jun 12, 2014 (50 d) |
| Jeffrey Scott Rowland | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2014 | Apr 15, 2014 |
| Harold Rucker Vincent | Pnc Wealth Management other | Bb&T Investment Services, Inc. no RAUM | Other | Mar 14, 2014 | Mar 27, 2014 |
| Justin Allen Hall | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 14, 2014 | Mar 12, 2014 |
| Minesh P Amin | Edward Jones national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 11, 2014 | Mar 10, 2014 |
| Orlando Lescano | Vectorglobal Iag, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Feb 20, 2014 | Feb 12, 2014 |
| Nicholas A Biron | Strategic Advisers LLC national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 19, 2014 | May 27, 2015 (462 d) |
| Taj Zachary Rohr | Ameriprise Financial Services, LLC national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 18, 2014 | Mar 6, 2014 |
| James Thomas Stevenson | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 4, 2014 | Jun 9, 2014 (125 d) |
| Gary W Boswick | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 31, 2014 | Mar 7, 2014 (35 d) |
| Jennifer Galindo King | Waddell & Reed other | Bb&T Investment Services, Inc. no RAUM | Other | Jan 30, 2014 | Jul 22, 2014 (173 d) |
| Jason Bradley Moretz | Cetera Investment Advisers LLC other | Bb&T Investment Services, Inc. other | Other | Jan 27, 2014 | Jun 19, 2017 (1239 d) |
| Michael Lee Hall | Raymond James Financial Services Advisors, Inc other | Bb&T Investment Services, Inc. no RAUM | Other | Jan 23, 2014 | Aug 11, 2014 (200 d) |
| Carlos Morlote | Principal Securities, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Jan 15, 2014 | Jan 13, 2014 |
| Myles Sites | Edward Jones national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 3, 2014 | Jan 17, 2014 |
| Francois Roger Bigot | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 2, 2014 | Jan 13, 2014 |
| Ali Abbas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 23, 2013 | Jan 16, 2014 |
| Daniel Anthony Sandiford | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 26, 2013 | Nov 19, 2013 |
| Stephanie Renee Ames | First Command Financial Planning, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Nov 25, 2013 | Nov 21, 2013 |
| Justin Ray Hissong | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 22, 2013 | Dec 10, 2013 |
| John Klayton Kennedy | Thrivent Investment Management Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Nov 20, 2013 | Nov 20, 2013 |
| James Jason Gowen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 18, 2013 | Nov 19, 2013 |
| William Clifford Fraley | Waddell & Reed other | Bb&T Investment Services, Inc. no RAUM | Other | Oct 23, 2013 | Oct 22, 2013 |
| Bart Hartman | Cetera Investment Services LLC other | Bb&T Investment Services, Inc. no RAUM | Other | Oct 15, 2013 | Oct 22, 2013 |
| Joel Theis | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 15, 2013 | Oct 21, 2013 |
| Eric Armstrong Williams | Equitable Advisors, LLC national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 4, 2013 | Jan 29, 2014 (117 d) |
| Alec Acosta | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 2, 2013 | Sep 30, 2013 |
| Donald Lee Ledford | Sterne Agee Asset Management, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Sep 12, 2013 | Sep 9, 2013 |
| Brandon Lee Foster | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 5, 2013 | Sep 16, 2013 |
| Justin Joseph Mckay | Strategic Advisers LLC national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 5, 2013 | Nov 19, 2013 (75 d) |
| Bryan Phillip Jacobs | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 4, 2013 | Sep 5, 2013 |
| Keith Charles Kline | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 4, 2013 | Oct 21, 2013 (47 d) |
| Chad Jones | Pnc Wealth Management other | Bb&T Investment Services, Inc. no RAUM | Other | Aug 16, 2013 | Aug 27, 2013 |
| Kyle Williams | Edward Jones national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 16, 2013 | Sep 3, 2013 |
| Taylor J Whitford | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 15, 2013 | Jul 15, 2013 |
| Richella Byrone Vincent Lee | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 10, 2013 | Jul 15, 2013 |
| James Rutledge Carson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 9, 2013 | Apr 14, 2014 (279 d) |
| Sara Averette Johnson | Bb&T Securities, LLC other | Bb&T Investment Services, Inc. no RAUM | Other | Jun 7, 2013 | Jun 24, 2013 |
| Christine Cyphers Phelps | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 30, 2013 | Jun 17, 2013 |
| Ashley Todd Harward | LPL Financial LLC other | Bb&T Investment Services, Inc. no RAUM | Other | May 17, 2013 | Sep 17, 2014 (488 d) |
| Eric Holt Monaghan | Concourse Financial Group Advisors other | Bb&T Investment Services, Inc. no RAUM | Other | May 13, 2013 | Apr 22, 2013 |
| Devon Elise Killian | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. other | Other | Apr 29, 2013 | Aug 18, 2017 (1572 d) |
| Karen Mccloskey Lane | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 17, 2013 | May 15, 2013 |
| John Claude Mason | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 28, 2013 | Mar 18, 2013 |
| Landon J Weeks | Morgan Stanley wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 19, 2013 | Jun 12, 2013 (85 d) |
| John W Dunn | Northwestern Mutual Investment Services,LLC other | Bb&T Investment Services, Inc. no RAUM | Other | Mar 12, 2013 | Mar 12, 2013 |
| Timothy E Garrett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 5, 2013 | Mar 19, 2013 |
| Chadwick Carter Messina | Equitable Advisors, LLC national BD | Bb&T Investment Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 20, 2013 | Feb 12, 2013 |
| Vickie Lynn Lacroix | LPL Financial LLC other | Bb&T Investment Services, Inc. no RAUM | Other | Feb 15, 2013 | Jan 14, 2013 |
| Tracy Lance Collins | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 6, 2013 | Jul 11, 2014 (520 d) |
| Trey Andrew Toifel | Wells Fargo Advisors wirehouse | Bb&T Investment Services, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 5, 2013 | Apr 15, 2013 (69 d) |
| James Louis Houston | Msi Financial Services, Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | Jan 17, 2013 | Jul 30, 2013 (194 d) |
| Joel D Ayers | Raymond James Financial Services Advisors, Inc other | Bb&T Investment Services, Inc. no RAUM | Other | Jan 15, 2013 | Jan 16, 2013 |
617 moves match.