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
Harold Lyman HugheyCaprin Asset Management, LLC otherBb&T Securities, LLC otherOtherJan 30, 2015Feb 12, 2015
Courtney Campbell Gold CoxBb&T Investment Services, Inc. no RAUMBb&T Securities, LLC otherOtherJan 23, 2015Jan 23, 2015
Joshua Matthew GarrettWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJan 22, 2015Jan 20, 2015
Paul Joseph BoppFirst Citizens Asset Management, Inc otherBb&T Securities, LLC otherOtherJan 2, 2015Jan 30, 2015
Herbert Leo ModrakCary Street Partners otherBb&T Securities, LLC otherOtherJan 2, 2015Sep 13, 2016 (620 d)
Katie R MorganUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherDec 22, 2014Dec 22, 2014
Scotty Lee MorrisEssex National Securities, Inc. otherBb&T Securities, LLC otherOtherDec 18, 2014Apr 7, 2016 (476 d)
Richard Peter ClassWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherDec 18, 2014Dec 12, 2014
Brendan MaloneB. C. Ziegler And Company otherBb&T Securities, LLC otherOtherNov 20, 2014Dec 5, 2014
James Tyson DavisWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherNov 17, 2014Nov 14, 2014
Brantley Davis HathawayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherOct 31, 2014Oct 30, 2014
Lawrence Francis BenderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherOct 20, 2014Oct 17, 2014
Matthew Steven BurlewMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherOct 20, 2014Oct 17, 2014
James David ConrodStrategic Advisers LLC national BDBb&T Securities, LLC otherOtherOct 16, 2014May 14, 2015 (210 d)
Esteban HernandezMorgan Stanley wirehouseBb&T Securities, LLC otherOtherOct 16, 2014Oct 13, 2014
Jessi Anne BurkeyDavenport & Company LLC otherBb&T Securities, LLC otherOtherOct 8, 2014Oct 14, 2014
Charles William GillinghamWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherSep 8, 2014Sep 2, 2014
Charles Dean CristWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherSep 8, 2014Sep 2, 2014
Derek Michael EhmanRBC Capital Markets, LLC national BDBb&T Securities, LLC otherOtherAug 28, 2014Aug 12, 2014
James Francis AustinFirst Citizens Investor Services, Inc. otherBb&T Securities, LLC otherOtherAug 4, 2014Aug 4, 2014
Charles Vernon NoyesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherJul 28, 2014Jul 29, 2014
Brett Keith StaplesJ.P. Morgan Securities LLC wirehouseBb&T Securities, LLC otherOtherJul 9, 2014Jul 7, 2014
Gladys Valentin KlevgardEquitable Advisors, LLC national BDBb&T Securities, LLC otherOtherJun 20, 2014Jun 20, 2014
Scott Montgomery Webb ShookMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherJun 9, 2014Jun 9, 2014
Thomas Ronald RouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherJun 9, 2014Jun 9, 2014
William Haslett SewellWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherApr 29, 2014Apr 29, 2014
Joseph Whiteman BartholomewMorgan Stanley wirehouseBb&T Securities, LLC otherOtherMar 10, 2014Mar 10, 2014
Kylie Anne RomanDavenport & Company LLC otherBb&T Securities, LLC otherOtherMar 10, 2014Mar 14, 2014
John Bellinger LewisMorgan Stanley wirehouseBb&T Securities, LLC otherOtherFeb 21, 2014Feb 24, 2014
David Alan AndersonRBC Capital Markets, LLC national BDBb&T Securities, LLC otherOtherFeb 6, 2014Jan 17, 2014
Paul Nathan DealCary Street Partners otherBb&T Securities, LLC otherOtherJan 27, 2014Feb 24, 2014
Todd David BernsteinWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherDec 9, 2013Dec 16, 2013
Leslie A WilkersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherNov 29, 2013Dec 3, 2013
John Mcdowell MooreRaymond James & Associates, Inc. national BDBb&T Securities, LLC otherOtherNov 19, 2013Nov 19, 2013
Marc Jonathan TendlerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherNov 11, 2013Nov 13, 2013
Eduardo Flores-VegaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherNov 11, 2013Nov 13, 2013
Judy Bailey HillWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 8, 2013Oct 8, 2013
Ryan Thomas CookeWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherOct 8, 2013Oct 8, 2013
Steven Redic CereMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherOct 1, 2013Sep 24, 2013
Gordon Bayard KellamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherSep 30, 2013Sep 24, 2013
Erica M SolasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherSep 26, 2013Sep 24, 2013
Charles SmithFifth Third Securities, Inc. otherBb&T Securities, LLC otherOtherAug 16, 2013Aug 16, 2013
Michael Gerard AkersJanney Montgomery Scott LLC otherBb&T Securities, LLC otherOtherJun 21, 2013Jun 20, 2013
Lina Christine MillaresUBS Financial Services Inc. wirehouseBb&T Securities, LLC otherOtherJun 12, 2013Jun 12, 2013
Carlo Walter OldaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherMay 13, 2013May 13, 2013
Edward John GrimpeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Securities, LLC otherOtherMay 6, 2013May 30, 2013
Michele Wray WebbMorgan Stanley wirehouseBb&T Securities, LLC otherOtherMay 1, 2013May 1, 2013
Timothy Calhoun GrayBb&T Investment Services, Inc. no RAUMBb&T Securities, LLC otherOtherMay 1, 2013May 1, 2013
James Ryan ChandlerEquitable Advisors, LLC national BDBb&T Securities, LLC otherOtherApr 17, 2013Apr 18, 2013
Melissa Eckart ChurchwellWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherDec 13, 2012Jan 18, 2013 (36 d)
Julie Uzzell DanielsSterne Agee Asset Management, Inc. otherBb&T Securities, LLC BD affiliatedOtherApr 18, 2011Aug 15, 2018 (2676 d)
Daniel Alexander BuckmanScott & Stringfellow, LLC otherBb&T Securities, LLC BD affiliatedOtherJun 1, 2010Jul 9, 2018 (2960 d)
James Edward GibsonWidmann, Siff & Co., Inc. unclassifiedBb&T Securities, LLC otherOtherDec 1, 2008Mar 1, 2016 (2647 d)
Edwin Bryan HornerDavenport & Company LLC otherBb&T Securities, LLC otherOtherJul 1, 2008Jul 2, 2014 (2192 d)
Mark Vincent DinoraWells Fargo Advisors wirehouseBb&T Securities, LLC otherOtherJun 20, 2008Apr 19, 2017 (3225 d)
Alfred Bernard CrakeMorgan Stanley Dw Inc. unclassifiedBb&T Securities, LLC otherOtherFeb 2, 2007Oct 10, 2013 (2442 d)
Jacqueline Shipplett AveryScott & Stringfellow, LLC otherBb&T Securities, LLC BD affiliatedOtherApr 1, 2004Nov 1, 2018 (5327 d)
Raymond Isaac HandBb&T Asset Management, Inc. unclassifiedBb&T Securities, LLC otherOtherJan 14, 2004Jan 2, 2018 (5102 d)
Page 5 of 5Previous
298 moves match.