Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Ryan HoskingPNC InvestmentsChase Investment Services Corp.11-05-2012
Andrae L HamptonPNC InvestmentsChase Investment Services Corp.10-04-2012
Amanda Kay ShepardPNC InvestmentsChase Investment Services Corp.09-27-2012
Daniel S LatonaPNC InvestmentsChase Investment Services Corp.09-20-2012
William McconvillePNC InvestmentsChase Investment Services Corp.$10009-14-2012
Maher D SamhatPNC InvestmentsChase Investment Services Corp.09-12-2012
Jody L PulliumPNC InvestmentsChase Investment Services Corp.$15008-20-2012
Jo Ann McgowanPNC InvestmentsChase Investment Services Corp.08-09-2012
Alexander James TabbPNC InvestmentsChase Investment Services Corp.08-09-2012
Jason Edward JacksonPNC InvestmentsChase Investment Services Corp.08-06-2012
Jessica RiosPNC InvestmentsChase Investment Services Corp.08-01-2012
Lawrence Edward PiotrowskiPNC InvestmentsChase Investment Services Corp.$15007-09-2012
Anthony J PochowskiPNC InvestmentsChase Investment Services Corp.07-01-2012
Hondamir Ken BurhonPNC InvestmentsChase Investment Services Corp.06-12-2012
Sammy SpyridouliasPNC InvestmentsChase Investment Services Corp.06-11-2012
William Roberts BonatiPNC InvestmentsChase Investment Services Corp.06-01-2012
Dejan AcimovicPNC InvestmentsChase Investment Services Corp.05-29-2012
Phillip Branislav DragisicPNC InvestmentsChase Investment Services Corp.05-21-2012
Paul William DavisPNC InvestmentsChase Investment Services Corp.04-25-2012
Joseph R MorganPNC InvestmentsChase Investment Services Corp.04-18-2012
Trevor C. JohnsonPNC InvestmentsChase Investment Services Corp.$15003-22-2012
Vesta R. FisherPNC InvestmentsChase Investment Services Corp.$15002-27-2012
Karen Ilene HydePNC InvestmentsChase Investment Services Corp.02-27-2012
Shawn Craig ScottPNC InvestmentsChase Investment Services Corp.02-27-2012
Lorraine Frances HarrodPNC InvestmentsChase Investment Services Corp.02-27-2012
Next Page »

Showing 1 to 25 of 80 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.

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