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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
Jonathan VazquezPNC InvestmentsEdward Jones09-06-2017
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Danka DurkiewiczPNC InvestmentsEdward Jones07-08-2016
Zachary ShepardPNC InvestmentsEdward Jones07-06-2016
Matthew J. RamerPNC InvestmentsEdward Jones03-03-2016
Matthew Allen RuhlPNC InvestmentsEdward Jones07-15-2015
Stephen Thomas HadadPNC InvestmentsEdward Jones03-09-2015
Amy Lynn MillerPNC InvestmentsEdward Jones10-27-2014
Jeff David AurandPNC InvestmentsEdward Jones07-02-2014
Jeffrey Lynn ChioPNC InvestmentsEdward Jones04-04-2013
Keith Michael RuxerPNC InvestmentsEdward Jones12-10-2012
Zach James BoldenPNC InvestmentsEdward Jones$1007-09-2012
David Vincent VariPNC InvestmentsEdward Jones02-15-2012
Justin Edwin WeiblePNC InvestmentsEdward Jones09-29-2011
Kevin Dwayne MartinPNC InvestmentsEdward Jones08-02-2010
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009

Showing 1 to 19 of 19 entries

Page 1

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.


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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