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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam HutchisonPNC InvestmentsCitizens Securities, Inc.06-10-2016
Akich Hasani WhiteSantander Securities LLCCitizens Securities, Inc.03-04-2020
Alexa Rae HirschhornWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-01-2018
Alicia Lynne HutchinsonPNC InvestmentsCitizens Securities, Inc.12-02-2016
Ann Marie KuserSantander Securities LLCCitizens Securities, Inc.06-08-2017
Anthony Domenic RealiSantander Securities LLCCitizens Securities, Inc.06-08-2017
Anthony Joseph VucichPNC InvestmentsCitizens Securities, Inc.10-10-2017
Anthony Louis ScolloPNC InvestmentsCitizens Securities, Inc.08-01-2012
Anthony N. SivilloM&T Securities, Inc.Citizens Securities, Inc.$5002-27-2014
Ashley Marie FrazierJ.P. Morgan Securities LLCCitizens Securities, Inc.11-01-2019
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Benjamin Michael McCarronSantander Securities LLCCitizens Securities, Inc.03-26-2019
Bobbie L. CosgroveThe Huntington Investment CompanyCitizens Securities, Inc.06-04-2015
Brandon HeavenJ.P. Morgan Securities LLCCitizens Securities, Inc.11-15-2019
Brett CianfraniPNC InvestmentsCitizens Securities, Inc.01-15-2016
Brian Andrew RuhtSantander Securities LLCCitizens Securities, Inc.07-31-2017
Brian William WrightThe Huntington Investment CompanyCitizens Securities, Inc.07-19-2010
Bruce Richard CookeLPL Financial LLCCitizens Securities, Inc.$10004-10-2017
Carlos Arturogonzalez LoayzaCUSO Financial Services, L.P.Citizens Securities, Inc.07-03-2014
Chris TalpasSantander Securities LLCCitizens Securities, Inc.06-13-2019
Christian Gerardo Lopez-AlavezJ.P. Morgan Securities LLCCitizens Securities, Inc.01-24-2019
Christopher C BrowneMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.11-23-2016
Christopher J. PiercyTD Ameritrade Investment Management, LLCCitizens Securities, Inc.08-30-2017
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Showing 1 to 25 of 204 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.