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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Robert AndersonPNC InvestmentsJ.P. Morgan Securities LLC09-14-2016
Alan Alfonso BanuelosPNC InvestmentsJ.P. Morgan Securities LLC09-08-2017
Brent Devon GriffinPNC InvestmentsJ.P. Morgan Securities LLC05-31-2017
Glenn Alan AldridgePNC InvestmentsJ.P. Morgan Securities LLC09-01-2017
James Fusaichi KinoshitaPNC InvestmentsJ.P. Morgan Securities LLC$25006-18-2013
James H OetkingPNC InvestmentsJ.P. Morgan Securities LLC07-24-2013
Jared Matthew GunnPNC InvestmentsJ.P. Morgan Securities LLC04-29-2016
Jayson Robert PociusPNC InvestmentsJ.P. Morgan Securities LLC$15006-11-2013
Kenneth W Wyatt IIIPNC InvestmentsJ.P. Morgan Securities LLC04-15-2016
Keriann Marie KuehnePNC InvestmentsJ.P. Morgan Securities LLC12-12-2016
Kevin Philip MurphyPNC InvestmentsJ.P. Morgan Securities LLC02-23-2018
Marek RutkowskiPNC InvestmentsJ.P. Morgan Securities LLC$10003-11-2015
Michael Howard LalonePNC InvestmentsJ.P. Morgan Securities LLC03-30-2015
Nelson Alberto Cruz Jr.PNC InvestmentsJ.P. Morgan Securities LLC11-11-2015
Robert Mateusz LesnyPNC InvestmentsJ.P. Morgan Securities LLC11-01-2016
Stuart Alan VogtPNC InvestmentsJ.P. Morgan Securities LLC09-24-2014
Thomas Edward ErffmeyerPNC InvestmentsJ.P. Morgan Securities LLC$50001-12-2012
Walter Ludwik SzymakowskiPNC InvestmentsJ.P. Morgan Securities LLC05-26-2017

Showing 1 to 18 of 18 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.