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
Laith Amer Al TikritiCetera Advisor Networks LLCFifth Third Securities, Inc.11-05-2014
Michelle GriffithCitigroup Global Markets Inc.Fifth Third Securities, Inc.$15009-21-2016
Viral NayakCitigroup Global Markets Inc.Fifth Third Securities, Inc.04-29-2016
Ahmed H. JoumaaCitigroup Global Markets Inc.Fifth Third Securities, Inc.12-08-2015
Tammy Rose DouthitCountry Capital Management CompanyFifth Third Securities, Inc.09-30-2010
Scott A. SchmidtDavid A. Noyes & CompanyFifth Third Securities, Inc.06-10-2016
Jerry Dale LawheadEdward JonesFifth Third Securities, Inc.$15006-01-2018
Augustine O. IrediaJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-24-2017
Jason W. YachJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-27-2016
Michael Jay WiersJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-16-2015
John Lee GollidayJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5004-15-2014
Fay Fatma EllingJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-04-2013
Giuseppe Del VecchioLandolt Securities, Inc.Fifth Third Securities, Inc.06-27-2017
Jonathan Schiefer MrowiecLPL Financial LLCFifth Third Securities, Inc.11-03-2017
Sean Michael FowlerLPL Financial LLCFifth Third Securities, Inc.12-14-2016
Douglas Frederick BrymerLPL Financial LLCFifth Third Securities, Inc.07-26-2013
David Lee SwansonLPL Financial LLCFifth Third Securities, Inc.07-26-2013
Patrick Dean LouiseLPL Financial LLCFifth Third Securities, Inc.11-16-2012
Bradley Scott JohannesLPL Financial LLCFifth Third Securities, Inc.08-24-2012
Gregory Charles TeschkeLPL Financial LLCFifth Third Securities, Inc.08-26-2011
Orlando GarciaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.12-22-2016
Joslin F. WilhelmNorthern Trust Securities, Inc.Fifth Third Securities, Inc.08-29-2014
Jason M. AndersonPNC InvestmentsFifth Third Securities, Inc.$7501-26-2017
Brandon S. WilliamsonPNC InvestmentsFifth Third Securities, Inc.03-04-2013
Richard Anthony PassarelliPNC InvestmentsFifth Third Securities, Inc.02-01-2011
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Showing 1 to 25 of 31 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.


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