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
Julie Russell NobileAXA Advisors, LLCCitizens Securities, Inc.$15010-25-2018
Steven Francisco CallejasKey Investment Services LLCCitizens Securities, Inc.08-27-2018
Gregory Aaron ResnickAXA Advisors, LLCCitizens Securities, Inc.07-03-2018
Christopher Thomas AnteauBFC Planning, Inc.Citizens Securities, Inc.04-27-2018
William R JirousekThe Huntington Investment CompanyCitizens Securities, Inc.04-16-2018
Gary Ernest PughHornor, Townsend & Kent, LLCCitizens Securities, Inc.11-20-2017
Jeffrey Robert UtterbackBerthel, Fisher & Company Financial Services, Inc.Citizens Securities, Inc.11-20-2017
Ryan Francis WhitePNC InvestmentsCitizens Securities, Inc.11-16-2017
Chad Russell BalhoffFifth Third Securities, Inc.Citizens Securities, Inc.$15010-27-2017
Matthew Terrence HennessyKey Investment Services LLCCitizens Securities, Inc.09-20-2017
David A SchenkerPNC InvestmentsCitizens Securities, Inc.09-14-2017
Leshawn Maurice PowersLPL Financial LLCCitizens Securities, Inc.08-21-2017
Gregory BorowyKey Investment Services LLCCitizens Securities, Inc.06-12-2017
Timothy F. NowakKey Investment Services LLCCitizens Securities, Inc.05-04-2017
Brian David WeigelAllstate Financial Services, LLCCitizens Securities, Inc.03-16-2017
Kevin Alexander ClemonsKey Investment Services LLCCitizens Securities, Inc.03-07-2017
Sue Ellen BigleyJ.W. Cole Financial, Inc.Citizens Securities, Inc.02-21-2017
Patrice Rochell BrewerKey Investment Services LLCCitizens Securities, Inc.12-14-2016
Lindsey Jean WhitmoreJ.P. Morgan Securities LLCCitizens Securities, Inc.12-02-2016
Alan L SoirefmanJ.P. Morgan Securities LLCCitizens Securities, Inc.09-30-2016
Tylor Thomas MathesonKey Investment Services LLCCitizens Securities, Inc.08-31-2016
Nicholas Joseph HesseKey Investment Services LLCCitizens Securities, Inc.06-10-2016
Anthony Vincent PascarellaKey Investment Services LLCCitizens Securities, Inc.05-24-2016
David A DongesKey Investment Services LLCCitizens Securities, Inc.05-17-2016
Charles Robert CroyPNC InvestmentsCitizens Securities, Inc.03-28-2016
Next Page »

Showing 1 to 25 of 39 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.