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.

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
Aaron Bruce ReedPNC InvestmentsEdward Jones11-23-2009
Adam Tucker BoycePNC InvestmentsEdward Jones11-15-2013
Albert Andrew YamborPNC InvestmentsEdward Jones11-10-2011
Alex Silvestro IIIPNC InvestmentsEdward Jones04-03-2015
Amy Lynn MillerPNC InvestmentsEdward Jones$15010-27-2014
Andrew MuncyPNC InvestmentsEdward Jones04-22-2014
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Brian Kent FrancisPNC InvestmentsEdward Jones05-16-2013
Brian R ShrevePNC InvestmentsEdward Jones02-14-2013
Bryant Duan KennedyPNC InvestmentsEdward Jones$15012-04-2012
Chad Brian SpeziaPNC InvestmentsEdward Jones$10012-21-2015
Chad Michael MarchantPNC InvestmentsEdward Jones03-01-2015
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Cody William DonatiPNC InvestmentsEdward Jones01-31-2013
Cynthia YoungPNC InvestmentsEdward Jones02-05-2013
Dana M. MuesslePNC InvestmentsEdward Jones05-10-2011
Daniel Jon NewmanPNC InvestmentsEdward Jones10-22-2013
Danielle Christina PattersonPNC InvestmentsEdward Jones$25007-06-2011
Danka DurkiewiczPNC InvestmentsEdward Jones$10007-08-2016
David Lance OwenPNC InvestmentsEdward Jones11-28-2012
David Robert WeigandPNC InvestmentsEdward Jones12-04-2019
David Vincent VariPNC InvestmentsEdward Jones02-15-2012
Delores J MayPNC InvestmentsEdward Jones$10002-28-2012
Desiree Lee RobertsonPNC InvestmentsEdward Jones$10003-13-2014
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Showing 1 to 25 of 99 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.