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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Martin WelshKey Investment Services LLCCitizens Securities, Inc.08-27-2020
Todd Emerson SageThe Huntington Investment CompanyCitizens Securities, Inc.08-27-2020
Joseph Michael KuzmankoPNC InvestmentsCitizens Securities, Inc.08-21-2020
Joseph Michael KuzmankoPNC InvestmentsCitizens Securities, Inc.08-21-2020
Joseph Michael MelenickEquitable Advisors, LLCCitizens Securities, Inc.07-01-2020
Craig Dayton CouchCambridge Investment Research, Inc.Citizens Securities, Inc.05-15-2020
Charles Eugene GlassThe O.N. Equity Sales CompanyCitizens Securities, Inc.03-20-2020
Mortadha HidoussiJ.P. Morgan Securities LLCCitizens Securities, Inc.02-14-2020
Rebecca L. GreeneFifth Third Securities, Inc.Citizens Securities, Inc.02-11-2020
Lisa Renee RodeBoenning & Scattergood, Inc.Citizens Securities, Inc.01-13-2020
Donna Siu SanGWFS Equities, Inc.Citizens Securities, Inc.12-23-2019
Daniel Wright HarrisKey Investment Services LLCCitizens Securities, Inc.12-11-2019
Edward T Manning IIIKey Investment Services LLCCitizens Securities, Inc.11-15-2019
Brian JohnsonFifth Third Securities, Inc.Citizens Securities, Inc.$15011-06-2019
Erik Wayne JohnsonPNC InvestmentsCitizens Securities, Inc.10-29-2019
Matthew James NieschwitzKey Investment Services LLCCitizens Securities, Inc.10-01-2019
Mark Patrick McGinnisAllstate Financial Services, LLCCitizens Securities, Inc.09-30-2019
Scott Alan HughesJ.P. Morgan Securities LLCCitizens Securities, Inc.09-10-2019
Cheryl L GillFifth Third Securities, Inc.Citizens Securities, Inc.08-13-2019
Chad Earl MarksCetera Investment Services LLCCitizens Securities, Inc.07-30-2019
Danny Chris FinchamJ.P. Morgan Securities LLCCitizens Securities, Inc.07-24-2019
Charles Lee Brown Jr.J.P. Morgan Securities LLCCitizens Securities, Inc.07-19-2019
Nancy J MancusoKey Investment Services LLCCitizens Securities, Inc.06-19-2019
Jamie Teresa PerseJ.P. Morgan Securities LLCCitizens Securities, Inc.06-15-2019
Joshua Patrick MarvinFifth Third Securities, Inc.Citizens Securities, Inc.05-22-2019
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Showing 1 to 25 of 94 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.