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
Joshua Mark HammEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 3, 2011Jun 6, 2011
Pamela Joy PouncyMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 26, 2011Jan 14, 2013 (599 d)
Jonathan Patrick WaseySuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherMay 19, 2011Jun 10, 2011
Kevin M DavisEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 12, 2011May 10, 2011
John Christopher MathewsMorgan Stanley wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 12, 2011May 10, 2011
David R PierceEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 4, 2011May 10, 2011
Miles Robert MillerLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherApr 29, 2011Apr 19, 2011
James Michael WoodSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 25, 2011May 13, 2011
William Thomas PayneEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 12, 2011Apr 11, 2011
Paula Demars MeganValic Financial Advisors, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 8, 2011Apr 13, 2011
Michael Castillo CamposEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 6, 2011Apr 12, 2011
Robert John PelliciottaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 30, 2011Mar 24, 2011
Stephen Paul KanoyWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 22, 2011Apr 11, 2011
Sean Taylor BuckleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 15, 2011May 17, 2011 (63 d)
Shelly D. WaltonMsi Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherMar 14, 2011Mar 14, 2011
William A HowardFnb Brokerage Services, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherMar 14, 2011Aug 17, 2012 (522 d)
Thomas Theodore GerardiEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 8, 2011Mar 29, 2011
Marcus ThompsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 8, 2011Mar 7, 2011
William Dale KellyPnc Managed Account Solutions, Inc. otherBb&T Investment Services, Inc. no RAUMOtherFeb 28, 2011May 4, 2011 (65 d)
Aaron Kyle RainwaterChase Investment Services Corp. otherBb&T Investment Services, Inc. no RAUMOtherFeb 28, 2011Mar 8, 2011
Douglas Charles TysonPsa Financial Advisors Inc otherBb&T Investment Services, Inc. no RAUMOtherFeb 25, 2011Mar 8, 2011
Virginia Holbrook MorrisPnc Managed Account Solutions, Inc. otherBb&T Investment Services, Inc. no RAUMOtherFeb 15, 2011Jun 7, 2011 (112 d)
Brandan Matthew KotEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 31, 2011Feb 2, 2011
Glen David AmasonCommerce Wealth Advisers, LLC otherBb&T Investment Services, Inc. no RAUMOtherJan 24, 2011May 4, 2011 (100 d)
Ryan C PainterFirst Command Financial Planning, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJan 24, 2011Feb 7, 2011
Shane Adam KendrickWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 20, 2011Jun 24, 2011 (155 d)
Joseph Wallace CarringtonTriad Advisors, LLC otherBb&T Investment Services, Inc. no RAUMOtherJan 13, 2011Jan 31, 2011
Matthew Apgar BaladyChase Investment Services Corp. otherBb&T Investment Services, Inc. no RAUMOtherJan 6, 2011Jan 19, 2011
Derek Adrian ShifflettCuna Brokerage Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherDec 22, 2010Jan 12, 2011
Coty Channing BackmonWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherDec 21, 2010Jun 6, 2011 (167 d)
Stacy Lynn ColdwellCharles Schwab & Co., Inc. national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 17, 2010Nov 27, 2012 (711 d)
Jonathan DorseyEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 15, 2010Nov 17, 2011 (337 d)
Patricia Lynn WatsonBb&T Asset Management, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 11, 2010Jul 23, 2014 (1350 d)
Gabriella Amel MusrockBb&T Asset Management, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 11, 2010Dec 8, 2010
Lawrence Roger AllenBb&T Asset Management, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 10, 2010Mar 18, 2003
Adam Wade DealBb&T Asset Management, Inc. unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 10, 2010Jan 18, 2011 (69 d)
Timothy Calhoun GrayWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 9, 2010Nov 15, 2010
Kelly BurkholderWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 8, 2010Nov 26, 2010
Richard Haley HobgoodBrewer Investment Advisors LLC unclassifiedBb&T Investment Services, Inc. no RAUMOtherNov 5, 2010Mar 10, 2011 (125 d)
Scott WindsorWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 1, 2010Dec 8, 2010 (37 d)
Todd Stephen TillotsonJ.P. Morgan Securities LLC wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 15, 2010Nov 9, 2010
William Bradford FlowersWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 22, 2010Oct 13, 2010
Kenneth Taylor MartinWells Fargo Investments, LLC unclassifiedBb&T Investment Services, Inc. no RAUMOtherSep 20, 2010Aug 30, 2010
Jeffrey BurgessSuntrust Investment Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherSep 14, 2010Sep 13, 2010
Stephen Richard SmithRaymond James Financial Services Advisors, Inc otherBb&T Investment Services, Inc. no RAUMOtherSep 13, 2010Oct 6, 2010
Ernie G LewisPnc Wealth Management otherBb&T Investment Services, Inc. no RAUMOtherSep 13, 2010Sep 27, 2010
Tobias Allan MeekEdward Jones national BDBb&T Investment Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 9, 2010Dec 21, 2010 (103 d)
Scott SoenenSouthstate Advisory, Inc. no RAUMBb&T Investment Services, Inc. no RAUMOtherSep 8, 2010Sep 15, 2010
Kenneth Lee WatsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 3, 2010Jul 17, 2012 (683 d)
Paul Matthew BarbieriPark Avenue Securities LLC otherBb&T Investment Services, Inc. otherOtherSep 1, 2010Aug 2, 2016 (2162 d)
Michelle CookSterne Agee Asset Management, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 31, 2010Sep 8, 2010
Jamie Morris RowellWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 19, 2010Sep 20, 2010 (32 d)
Paul Joseph VahleLanark Financial, Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 17, 2010Sep 12, 2011 (391 d)
Paul ChisholmThrivent Investment Management Inc. otherBb&T Investment Services, Inc. no RAUMOtherAug 9, 2010Oct 4, 2010 (56 d)
Jacqueline EldridgeMorgan Keegan & Company, LLC otherBb&T Investment Services, Inc. no RAUMOtherJul 22, 2010Jan 13, 2011 (175 d)
Christopher Grant LawsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 13, 2010Jul 13, 2010
Virginia Ann CopleyPnc Wealth Management otherBb&T Investment Services, Inc. no RAUMOtherJul 13, 2010Jul 14, 2010
John Anthony BrownWells Fargo Advisors wirehouseBb&T Investment Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 9, 2010Jul 15, 2010
Victor Donaldson KaneRaymond James Financial Services Advisors, Inc otherBb&T Investment Services, Inc. no RAUMOtherJul 6, 2010Nov 16, 2010 (133 d)
Michael Anthony JohnsLPL Financial LLC otherBb&T Investment Services, Inc. no RAUMOtherMay 26, 2010Mar 16, 2010
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617 moves match.