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
Kevin Mark SaylorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 8, 2013Aug 21, 2013 (225 d)
George Thomas WarrenRidgeway Conger Advisory Services otherBb&T Investment Services, Inc. otherOtherJan 2, 2013Mar 16, 2017 (1534 d)
Theodore N BargerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 26, 2012Jul 15, 2013 (231 d)
David Alan DriesValic Financial Advisors, Inc. otherBb&T Investment Services, Inc. no RAUMOtherNov 21, 2012Dec 10, 2012
Matthew Alan BurnsWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 6, 2012Nov 6, 2012
Barry V BlalockWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 6, 2012Nov 5, 2012
Andrew David MainzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 6, 2012Nov 5, 2012
James Clayton McconnellFifth Third Securities, Inc. otherBb&T Investment Services, Inc. no RAUMOtherNov 1, 2012Nov 5, 2012
Corey Paul FrankAbel Financial Management Co. independent RIABb&T Investment Services, Inc. no RAUMRIA to a newly registered adviserOct 31, 2012Jan 15, 2013 (76 d)
George Patrick FarleyEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 22, 2012Nov 15, 2012
Melissa Ann BarnesLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 12, 2012Nov 1, 2012
Jose Mauricio Lopera-GuevaraLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 12, 2012Oct 29, 2012
James Ray ZickLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherOct 12, 2012Nov 1, 2012
James KostivalJ.P. Morgan Securities LLC wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 2, 2012Oct 4, 2012
John Adam YatesAmeriprise Financial Services, LLC national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 18, 2012Oct 2, 2012
Joshua D StearEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 12, 2012Oct 24, 2012 (42 d)
Gregory Michael MiskoM&T Securities, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherAug 21, 2012Aug 27, 2012
Joshua Robert CraneWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 17, 2012Oct 1, 2012 (45 d)
Justin Barry NeighbourFifth Third Securities, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 16, 2012Sep 11, 2012
Atif Mohammed SakraniSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 13, 2012Oct 8, 2012 (56 d)
Kimberly Jo BetzEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 13, 2012Aug 13, 2012
Heather Lee HubbardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 13, 2012Aug 14, 2012
Shawn Christopher MercerWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 10, 2012Aug 13, 2012
Sylvia Schulz HorackWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 24, 2012Dec 10, 2012 (139 d)
Joshua Adam StrangeAmeriprise Financial Services, LLC national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 3, 2012Jul 17, 2012
Jeffrey SpurlingSnow Capital Management, L.P. otherBb&T Investment Services, Inc. no RAUMOtherJul 2, 2012Oct 28, 2014 (848 d)
Carrie Eloise Durbin BerenDurbin Financial Advisors, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJun 29, 2012Jul 13, 2012
Timothy Patrick OhayerDempsey Lord Smith, LLC otherBb&T Investment Services, Inc. no RAUMOtherJun 27, 2012Jul 10, 2012
Janelle WalkerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 26, 2012Mar 6, 2013 (253 d)
Brian Daniel HaehlStearns Financial Group otherBb&T Investment Services, Inc. no RAUMOtherJun 13, 2012May 8, 2012
Patrick George RehmOsaic Institutions, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJun 11, 2012Jun 18, 2012
Blake Armstead LewisMML Investors Services, LLC otherBb&T Investment Services, Inc. no RAUMOtherJun 8, 2012Jun 18, 2012
Jeffrey Harting McmahonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 18, 2012May 15, 2012
David L RogersJ.P. Morgan Securities LLC wirehouseBb&T Investment Services, Inc. otherOtherMay 15, 2012Nov 28, 2017 (2023 d)
Ruth Ann BarriosEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 14, 2012May 17, 2012
Richard Robert AshMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2012May 14, 2012
Harold Rucker VincentWoodbury Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 17, 2012Apr 16, 2012
Clarence Jerome SennWoodbury Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 17, 2012Apr 17, 2012
Beth Ann ToneySuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 9, 2012Jul 10, 2012 (92 d)
Jeffery Ryan BickelPark Avenue Securities LLC otherBb&T Investment Services, Inc. no RAUMOtherApr 4, 2012May 16, 2012 (42 d)
John Randolph AdamsSterne Agee Asset Management, Inc. otherBb&T Investment Services, Inc. no RAUMOtherMar 15, 2012Mar 19, 2012
Eric Michael GluseRaymond James Financial Services Advisors, Inc otherBb&T Investment Services, Inc. no RAUMOtherMar 14, 2012Mar 13, 2012
David Alan BushLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherFeb 24, 2012Mar 13, 2012
Curtis L LassiterMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 13, 2012Jan 17, 2012
Carol Derenburger RollinsJ.P. Morgan Securities LLC wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 10, 2012Jan 18, 2012
Donald Robert MandevilleEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 4, 2012Jan 18, 2012
Oswaldo M MedinaCitigroup Global Markets Inc. otherBb&T Investment Services, Inc. no RAUMOtherDec 2, 2011Nov 8, 2011
Eric Brandon MontgomeryUvest Financial Services Group, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 7, 2011Oct 3, 2011
Joey Rimmer JohnsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 27, 2011Nov 10, 2011
Mark Allen StullMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 21, 2011Sep 19, 2011
John Thomas RhyneWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 9, 2011Sep 28, 2011
George Frank ManiatisThrivent Investment Management Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 18, 2011Aug 16, 2011
Louis Gray ClarkValic Financial Advisors, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 18, 2011Aug 17, 2011
Derek Robert YerdonEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 10, 2011Aug 15, 2011
Sucharu Rishi AroraWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 20, 2011Jul 25, 2011
Edward Owen McconnellMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 19, 2011Aug 5, 2011
Nathan Hugh BuffingtonSterne Agee Asset Management, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJul 18, 2011Jul 13, 2011
John Robert IrelandBbva Compass Investment Solutions, Inc unclassifiedBb&T Investment Services, Inc. no RAUMOtherJul 15, 2011Oct 20, 2011 (97 d)
David William ChadwickM&I Investment Management Corp. otherBb&T Investment Services, Inc. no RAUMOtherJul 7, 2011Aug 22, 2011 (46 d)
John R CallawayFifth Third Securities, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJun 10, 2011Jun 6, 2011
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617 moves match.