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 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
Bryan Scott CramBb&T Securities, LLC BD affiliatedBb&T Investment Services, Inc. no RAUMOtherFeb 17, 2021Jan 9, 2015
Carrie SprouseBb&T Securities, LLC BD affiliatedBb&T Investment Services, Inc. otherOtherFeb 17, 2021Dec 1, 2015
Mickey Murdock MortonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherDec 13, 2017Dec 5, 2017
Mitchell William JohnsonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherDec 8, 2017Dec 21, 2017
Aimee M TurnerM&T Securities, Inc. unclassifiedBb&T Investment Services, Inc. otherOtherNov 27, 2017Dec 13, 2017
Sylvester Tyrone JohnsonSwbc Investment Company otherBb&T Investment Services, Inc. otherOtherNov 27, 2017Dec 1, 2017
Peter D. KellySantander Securities otherBb&T Investment Services, Inc. otherOtherNov 15, 2017Dec 13, 2017
Terry Clifton LewisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. otherOtherOct 24, 2017Nov 3, 2017
Oscar M GonzalezTruist Advisory Services, Inc. otherBb&T Investment Services, Inc. otherOtherOct 5, 2017Oct 11, 2017
Acie Wayne HyltonLPL Financial LLC otherBb&T Investment Services, Inc. otherOtherOct 5, 2017Oct 11, 2017
Angela Sue DiehlCuso Financial Services, L.P. otherBb&T Investment Services, Inc. otherOtherSep 28, 2017Sep 25, 2017
Eric Alexander WiegandCharles Schwab & Co., Inc. national BDBb&T Investment Services, Inc. otherOtherSep 18, 2017Sep 12, 2017
Michael Gerard WilleWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherSep 13, 2017Sep 1, 2017
Joshua Donald WeaknechtWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherSep 11, 2017Sep 8, 2017
Edward Bradshaw HarrisValic Financial Advisors, Inc. otherBb&T Investment Services, Inc. otherOtherSep 6, 2017Sep 12, 2017
Mark Allen ScottCetera Investment Advisers LLC otherBb&T Investment Services, Inc. otherOtherSep 1, 2017Sep 5, 2017
Michael John GlennonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. otherOtherAug 16, 2017Aug 16, 2017
William Alan LupiPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherJul 25, 2017Sep 18, 2017 (55 d)
Shelley A KnightWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherJul 24, 2017Aug 1, 2017
April Sue HurlburtM&T Securities, Inc. unclassifiedBb&T Investment Services, Inc. otherOtherJul 17, 2017Jul 5, 2017
Brandon Michael McfaddenTd Private Client Wealth LLC otherBb&T Investment Services, Inc. otherOtherJul 7, 2017Aug 1, 2017
Michael Louis BucklinSantander Securities otherBb&T Investment Services, Inc. otherOtherJun 28, 2017Jul 3, 2017
Shawn AmblodCitizens Securities, Inc. otherBb&T Investment Services, Inc. otherOtherJun 26, 2017Jul 3, 2017
Chad Evan PolinKey Investment Services LLC otherBb&T Investment Services, Inc. otherOtherJun 19, 2017Jun 5, 2017
Richard James WalkerKey Investment Services LLC otherBb&T Investment Services, Inc. otherOtherJun 19, 2017Jun 5, 2017
Jeffery Dean PaddyfoteWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherJun 14, 2017Jul 14, 2017
Cheryl West LangstonUsaa Financial Planning Services no RAUMBb&T Investment Services, Inc. otherOtherJun 13, 2017Jun 19, 2017
Frank FioreAmeriprise Financial Services, LLC national BDBb&T Investment Services, Inc. otherOtherMay 17, 2017Jun 13, 2017
Veronica M GillotteTruist Advisory Services, Inc. otherBb&T Investment Services, Inc. otherOtherMay 17, 2017May 30, 2017
Matthew M MedveskyTruist Advisory Services, Inc. otherBb&T Investment Services, Inc. otherOtherMay 10, 2017May 30, 2017
Ryan Patrick VoetPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherMay 5, 2017May 3, 2017
Aaron MazerPruco Securities, LLC otherBb&T Investment Services, Inc. otherOtherApr 21, 2017May 5, 2017
Alyssa M ProctorMML Investors Services, LLC otherBb&T Investment Services, Inc. otherOtherApr 5, 2017Apr 3, 2017
Gregory Marshall GreeneCetera Investment Advisers LLC otherBb&T Investment Services, Inc. otherOtherMar 31, 2017Apr 4, 2017
Justin Reuben LeekleyEdward Jones national BDBb&T Investment Services, Inc. otherOtherMar 29, 2017Apr 3, 2017
Patrick Thomas CulhaneTruist Advisory Services, Inc. otherBb&T Investment Services, Inc. otherOtherMar 23, 2017Apr 3, 2017
Kevin ThompsonCapitol Securities Management, Inc. otherBb&T Investment Services, Inc. otherOtherFeb 28, 2017May 1, 2017 (62 d)
Anthony M Del PrioreWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherFeb 8, 2017Feb 24, 2017
Kultar Singh BindraUBS Financial Services Inc. wirehouseBb&T Investment Services, Inc. otherOtherFeb 7, 2017Feb 7, 2017
April Dawn ClarkWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherJan 12, 2017Feb 1, 2017
Augustus L MartzM&T Securities, Inc. unclassifiedBb&T Investment Services, Inc. otherOtherNov 23, 2016Dec 6, 2016
Francisco Alberto EscaleraWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherNov 16, 2016Dec 12, 2016
Alvin D ArunkumarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. otherOtherNov 16, 2016Dec 19, 2016 (33 d)
Larry Wayne KeithWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherNov 10, 2016Nov 25, 2016
David Andrew HallMorgan Stanley wirehouseBb&T Investment Services, Inc. otherOtherNov 3, 2016Nov 1, 2016
Mickey Murdock MortonWells Fargo Advisors wirehouseBb&T Investment Services, Inc. otherOtherNov 1, 2016Nov 1, 2016
Mark Andrew BonfieldAllstate Financial Advisors, LLC no RAUMBb&T Investment Services, Inc. otherOtherOct 11, 2016Feb 9, 2017 (121 d)
Eugene Poole ZeiglerEdward Jones national BDBb&T Investment Services, Inc. otherOtherSep 26, 2016Oct 4, 2016
Howard FriedmanLPL Financial LLC otherBb&T Investment Services, Inc. otherOtherSep 23, 2016Dec 6, 2016 (74 d)
Grant WalkerPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherSep 16, 2016Sep 9, 2016
Joshua Lee McbrideUnited Brokerage Services Inc otherBb&T Investment Services, Inc. otherOtherSep 12, 2016Sep 9, 2016
Nicholas Anthony GriffithsPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherSep 6, 2016Aug 30, 2016
Heather Anne CrakeGenwealth Financial Advisors, LLC unclassifiedBb&T Investment Services, Inc. otherOtherAug 30, 2016Oct 4, 2016 (35 d)
Mary Lynn BoswayPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherAug 23, 2016Sep 9, 2016
Brian Wilson JohnsonMorgan Stanley wirehouseBb&T Investment Services, Inc. otherOtherAug 12, 2016Nov 1, 2016 (81 d)
Andrew C PietPnc Wealth Management otherBb&T Investment Services, Inc. otherOtherAug 1, 2016Sep 8, 2016 (38 d)
Sam MorrisonEdward Jones national BDBb&T Investment Services, Inc. otherOtherAug 1, 2016Aug 2, 2016
Christopher J WerdenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBb&T Investment Services, Inc. otherOtherJul 27, 2016Jul 29, 2016
Michael Anthony BaloyEdward Jones national BDBb&T Investment Services, Inc. otherOtherJul 26, 2016Aug 3, 2016
Drew HarshawLPL Financial LLC otherBb&T Investment Services, Inc. otherOtherJul 22, 2016Jul 11, 2016
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616 moves match.