DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Bb&T Institutional Investment Advisers, 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
Victor Andres Salazar	Truist Advisory Services, Inc. BD affiliated	Bb&T Institutional Investment Advisers, Inc. institutional	Other	Jan 19, 2021	Mar 5, 2020
Adam Ross Bush	Strategic Advisers LLC national BD	Bb&T Institutional Investment Advisers, Inc. institutional	Other	Oct 6, 2017	Jun 3, 2019 (605 d)
Edward Taylor Hill	Fintrust Capital Advisors, LLC other	Bb&T Institutional Investment Advisers, Inc. institutional	Other	May 26, 2017	Sep 4, 2020 (1197 d)
Phillip Westhoff	Strategic Advisers LLC national BD	Bb&T Institutional Investment Advisers, Inc. other	Other	May 4, 2017	May 11, 2017
Marisa Beth Lindsey	First Citizens Investor Services, Inc. other	Bb&T Institutional Investment Advisers, Inc. other	Other	Mar 8, 2017	Apr 5, 2017
Matthew Jordan Van Name	Kestra Advisory Services, LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	Aug 8, 2016	Aug 12, 2016
Joseph Patrick Walsh	Pnc Capital Advisors LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	Jul 26, 2016	Sep 3, 2016 (39 d)
Stephen Robert Gegg	Valley Forge Asset Management, LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	Mar 11, 2016	Jul 12, 2016 (123 d)
Christopher Robert Stauffer	Valley Forge Asset Management, LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	Dec 8, 2015	Jan 20, 2016 (43 d)
James George Walls	Osaic Fa, Inc. other	Bb&T Institutional Investment Advisers, Inc. other	Other	Sep 8, 2015	Oct 1, 2015
Allan Frederick Westcott	Manning & Napier Advisors, LLC other	Bb&T Institutional Investment Advisers, Inc. institutional	Other	Sep 26, 2013	Mar 26, 2018 (1642 d)
Jeffrey Neil Chapman	Sterling Capital Management LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	May 31, 2012	Aug 1, 2012 (62 d)
Rosalyn Kristina Brown	Bb&T Investment Services, Inc. no RAUM	Bb&T Institutional Investment Advisers, Inc. other	Other	May 11, 2012	Jun 26, 2012 (46 d)
Brian Michael Mccormack	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Danny Scott Wilkinson	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
James Wesley Page	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Denise Sparks Prince	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Meredith Mcburney Barbour	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Traci Brockman Pennell	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Carl Jefferson Settles	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 22, 2011 (133 d)
Amy Catherine Speas	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Sarah Bennett Palmquist	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 9, 2010	Mar 15, 2011 (126 d)
Lisa Lynn Cain	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 8, 2010	Mar 22, 2011 (134 d)
Jeremy Raymond Borders	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 8, 2010	Mar 15, 2011 (127 d)
Henry Osbourne Dunbar	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 8, 2010	Mar 15, 2011 (127 d)
John Macintosh Barry	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 8, 2010	Mar 15, 2011 (127 d)
Cindy Bea Autry	Bb&T Asset Management, Inc. unclassified	Bb&T Institutional Investment Advisers, Inc. other	Other	Nov 8, 2010	Mar 15, 2011 (127 d)
Dianne Pagano Manges	Rorer Asset Management LLC unclassified	Bb&T Institutional Investment Advisers, Inc. institutional	Other	Jul 15, 2009	Jun 28, 2018 (3270 d)
David Zachariah Walley	Virtus Capital Advisers, LLC other	Bb&T Institutional Investment Advisers, Inc. other	Other	Mar 23, 2009	Jul 14, 2015 (2304 d)
Joseph Robert Zarzycki	Stancorp Investment Advisers, Inc. other	Bb&T Institutional Investment Advisers, Inc. other	Other	Mar 21, 2006	Apr 21, 2015 (3318 d)

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30 moves match.