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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC08-27-2019
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC08-27-2019
Jonathan ValdezPNC InvestmentsJ.P. Morgan Securities LLC02-14-2019
Richard K. DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Gary Russell Brown Jr.PNC InvestmentsJ.P. Morgan Securities LLC09-18-2017
William R. CasalePNC InvestmentsJ.P. Morgan Securities LLC07-19-2017
Walter Ludwik SzymakowskiPNC InvestmentsJ.P. Morgan Securities LLC05-26-2017
Robert Jason SpectorPNC InvestmentsJ.P. Morgan Securities LLC10-02-2015
Steven Joseph RastrelliPNC InvestmentsJ.P. Morgan Securities LLC04-03-2015
Stephen David MimbsPNC InvestmentsJ.P. Morgan Securities LLC01-09-2015
Lisa M HallPNC InvestmentsJ.P. Morgan Securities LLC10-31-2014
Julia Frances PaynePNC InvestmentsJ.P. Morgan Securities LLC09-03-2014
Marc David SchradePNC InvestmentsJ.P. Morgan Securities LLC12-10-2013
Robert Anderson Turner IIPNC InvestmentsJ.P. Morgan Securities LLC12-05-2013
Jayson R. PociusPNC InvestmentsJ.P. Morgan Securities LLC06-11-2013
Mark Lloyd SmithPNC InvestmentsJ.P. Morgan Securities LLC12-03-2012

Showing 1 to 17 of 17 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

X

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 investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

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