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
Tony L IanniCharles Schwab & Co., Inc.Fifth Third Securities, Inc.08-17-2020
Tony L IanniCharles Schwab & Co., Inc.Fifth Third Securities, Inc.08-17-2020
Ann Michelle DavisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-11-2019
Zachary T. AshbyJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-29-2019
Corey James CordrayEdward JonesFifth Third Securities, Inc.04-22-2019
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Jackie Nicole MeyerLPL Financial LLCFifth Third Securities, Inc.08-07-2018
Quaneita Lynn McAteeThe Huntington Investment CompanyFifth Third Securities, Inc.07-31-2018
Robert Patrick HigginsWells Fargo Clearing Services, LLCFifth Third Securities, Inc.04-11-2018
Frank CiaccioFifth Third Securities, Inc.Fifth Third Securities, Inc.03-19-2018
Matthew Ryan BrinkmannLPL Financial LLCFifth Third Securities, Inc.02-28-2018
Ivory C. SalmonKey Investment Services LLCFifth Third Securities, Inc.01-26-2018
Robert M StephensonJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-02-2018
Joseph Kiel HelfrichCharles Schwab & Co., Inc.Fifth Third Securities, Inc.$10012-20-2017
David Louis ReckerJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5012-12-2017
Christina Beth HitchcockLPL Financial LLCFifth Third Securities, Inc.10-20-2017
Casimer John KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Alan Roger WirgauThe Huntington Investment CompanyFifth Third Securities, Inc.07-20-2017
David Michael PryorKey Investment Services LLCFifth Third Securities, Inc.06-21-2017
Jonathan M. RickettsAmeriprise Financial Services, LLCFifth Third Securities, Inc.05-30-2017
Brenda Jean SchaeferEdward JonesFifth Third Securities, Inc.$1,00005-19-2017
Peter NikolovskiFifth Third Securities, Inc.Fifth Third Securities, Inc.05-12-2017
Christopher D. CamdenKey Investment Services LLCFifth Third Securities, Inc.04-13-2017
James Steven HammondAmerican Equity Investment CorporationFifth Third Securities, Inc.04-06-2017
Lauren L. XandersOneAmerica Securities, Inc.Fifth Third Securities, Inc.03-13-2017
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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.