Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Michael RomasPNC InvestmentsAmeriprise Financial Services, LLC$15011-01-2019
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC11-05-2018
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, LLC12-15-2017
Scott David McKinniePNC InvestmentsAmeriprise Financial Services, LLC10-12-2016
Ryan C. HoffPNC InvestmentsAmeriprise Financial Services, LLC10-11-2016
Steven Eugene SiegfriedPNC InvestmentsAmeriprise Financial Services, LLC08-11-2016
Greg F. RosenbergerPNC InvestmentsAmeriprise Financial Services, LLC06-09-2016
Robert Charles GorePNC InvestmentsAmeriprise Financial Services, LLC$1004-14-2015
Vinay BajajPNC InvestmentsAmeriprise Financial Services, LLC01-30-2015
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, LLC11-17-2014
Joseph A O HarePNC InvestmentsAmeriprise Financial Services, LLC$5005-15-2014
Kyle Andrew JenningsPNC InvestmentsAmeriprise Financial Services, LLC04-02-2014
William Bartholomew Von HoenePNC InvestmentsAmeriprise Financial Services, LLC01-16-2014
Kathleen Marie SnyderPNC InvestmentsAmeriprise Financial Services, LLC07-19-2013
Warren Henry GordonPNC InvestmentsAmeriprise Financial Services, LLC04-11-2013
Carlos MalagonPNC InvestmentsAmeriprise Financial Services, LLC08-28-2012
Peter W ThompsonPNC InvestmentsAmeriprise Financial Services, LLC04-26-2011
Stephanie Ann YoingcoPNC InvestmentsAmeriprise Financial Services, LLC$107-12-2010
Kevin Brian CollinsPNC InvestmentsAmeriprise Financial Services, LLC03-17-2010
Ryan Michael OrsleyPNC InvestmentsAmeriprise Financial Services, LLC03-03-2010
William O. Sterling IIIPNC InvestmentsAmeriprise Financial Services, LLC$2501-27-2010
Robert Nicholas VolpePNC InvestmentsAmeriprise Financial Services, LLC01-13-2010
Philip Joseph SaccoPNC InvestmentsAmeriprise Financial Services, LLC12-16-2009
William Christopher JonesPNC InvestmentsAmeriprise Financial Services, LLC$1011-04-2009
Michael Anthony Augerinos Jr.PNC InvestmentsAmeriprise Financial Services, LLC09-21-2009
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Showing 1 to 25 of 29 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.