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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Dustin Fluent | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2026 | Dec 23, 2019 |
| Adrienne Meredith Medlin | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2025 | Dec 10, 2019 |
| Paul Nathan Deal | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Mar 1, 2021 |
| Misty Nicole Calderon | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2024 | Jun 8, 2020 |
| Bridget Geraldine Hussey | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Jan 13, 2020 |
| William E. Orielly | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2023 | Dec 10, 2019 |
| Charles Falconer Mccallum | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2023 | Dec 10, 2019 |
| Larry Christopher Parkin | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2022 | Dec 26, 2019 |
| Michael Eugene Pearson | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2022 | Dec 10, 2019 |
| Amy Elizabeth West | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2022 | Dec 26, 2019 |
| Joseph A Falzone | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2022 | Dec 10, 2019 |
| Kevin James Mccarthy | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2021 | Dec 11, 2019 |
| Paula F Mwangi | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2021 | Mar 1, 2021 |
| Gloria Dearcangelis | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 8, 2021 | Jan 25, 2021 |
| Edward Joseph Cwalina | Horse Cove Partners LLC mixed wealth | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2021 | Jan 25, 2021 |
| Matthew Scott Nadeau | First Citizens Investor Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 25, 2021 | Jan 28, 2021 |
| Belinda Mai Butler | Milestone Wealth independent RIA | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2021 | Jan 20, 2021 |
| David Adam Powers | Davenport & Company LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2020 | Dec 17, 2020 |
| Andrew Louis Mcdonald | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 8, 2020 | Sep 17, 2020 |
| Gregory Brian Meadows | Prospera Financial Services, Inc. independent RIA | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2020 | Oct 9, 2020 |
| Shirley V Sohmer | LPL Financial LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2020 | Oct 1, 2020 |
| John Phillip Marshall | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 26, 2020 | Sep 1, 2020 |
| Kevin Colby Kuhnel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2020 | Jul 30, 2020 |
| Justin Christopher Gibson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2020 | Jul 30, 2020 |
| Jackson Keith Traxler | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2020 | Aug 5, 2020 |
| Carly Kacvinsky | First Command Advisory Services BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2020 | Jul 16, 2020 |
| Joseph S Sicchitano | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2020 | Dec 10, 2019 |
| Daniel James Bubbico | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2020 | Jun 17, 2020 |
| Christopher Lamont Brown | Edward Jones national BD | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2020 | May 18, 2020 |
| Justin Kyle Thompson | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 19, 2020 | Mar 27, 2020 |
| Cathie Clontz | Pnc Wealth Management BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2020 | Mar 6, 2020 |
| Nora Fabiola Carrillo | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 18, 2020 | Jul 23, 2020 (156 d) |
| Michael Timothy Ryan | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 11, 2019 | Nov 27, 2019 |
| Thomas Matthew Licwinko | Td Ameritrade, Inc. no RAUM | Bb&T Securities, LLC BD affiliated | Other | Sep 11, 2019 | Sep 25, 2019 |
| Melanie Huff Chenault | Hsc Wealth Advisors independent RIA | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 16, 2019 | Oct 24, 2019 (69 d) |
| Joanna Vanessa Ransom | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 21, 2019 | Jun 12, 2019 |
| Dana Stefan Galenski | UBS Financial Services Inc. wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 19, 2019 | Aug 2, 2019 (44 d) |
| Sean Michael Hennessey | Alden Capital independent RIA | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2019 | Jun 3, 2019 |
| Edwin James Pinigis | Pnc Wealth Management BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2019 | Jun 7, 2019 |
| Evan Dysart Moog | Davenport & Company LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2019 | May 21, 2019 |
| Alfredo Armando Rosas | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 17, 2019 | May 22, 2019 |
| Neal Harris Stevenson | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 24, 2019 | Apr 23, 2019 |
| Joseph D Dumontier | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2019 | Apr 5, 2019 |
| Ryan Matthew Parks | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2019 | Apr 5, 2019 |
| Adolph Weil | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2019 | Apr 5, 2019 |
| Kristina Adelaide Palangi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2019 | Apr 5, 2019 |
| Theresa M Roberts | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 26, 2019 | Apr 2, 2019 |
| Vernon Moses | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 13, 2019 | Apr 3, 2019 |
| Brian Davis Butler | Edward Jones national BD | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2019 | Feb 6, 2019 |
| Christopher Allan Swan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2019 | May 10, 2019 (120 d) |
| Elizabeth Lee Wilson | Monarch Advisory Group unclassified | Bb&T Securities, LLC BD affiliated | Other | Dec 31, 2018 | Aug 14, 2018 |
| Elizabeth A Green | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 26, 2018 | Jan 10, 2019 |
| Enrique Araiza | Titleist Capital, LLC independent RIA | Bb&T Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 17, 2018 | Mar 1, 2019 (74 d) |
| Katie R Morgan | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 29, 2018 | Oct 23, 2018 |
| Kathleen Anne Breen | Morgan Stanley wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 22, 2018 | Jan 9, 2020 (444 d) |
| Travis Ryan Fuller | Td Ameritrade, Inc. no RAUM | Bb&T Securities, LLC BD affiliated | Other | Oct 19, 2018 | Nov 5, 2018 |
| Jacquelyn Mclendon Pate Wiggs | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 17, 2018 | Nov 13, 2018 |
| Antonio Cordell Fortson | Wells Fargo Advisors wirehouse | Bb&T Securities, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 3, 2018 | Oct 9, 2018 |
| Susan T Gillespie | Pruco Securities, LLC BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2018 | Sep 27, 2018 |
| Paige Goza Simmons | Raymond James & Associates, Inc. national BD | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2018 | Oct 1, 2018 |
Page 1 of 5Next
298 moves match.