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
Abdulaziz F. AlbasriPNC InvestmentsMorgan Stanley08-18-2014
Alan Charles KoncalPNC InvestmentsMorgan Stanley08-01-2012
Alexander Ray DrexelPNC InvestmentsMorgan Stanley07-01-2012
Amanda Jernigan EbleyPNC InvestmentsMorgan Stanley08-21-2010
Andres Fernandez-SalvadorPNC InvestmentsMorgan Stanley04-23-2012
Cameron T. GrayPNC InvestmentsMorgan Stanley11-07-2016
Carolyn J. SimonPNC InvestmentsMorgan Stanley10-15-2012
Charles CowartPNC InvestmentsMorgan Stanley03-20-2015
Chris MurphyPNC InvestmentsMorgan Stanley07-17-2013
Chris Todd HolcombPNC InvestmentsMorgan Stanley10-22-2010
Christopher Anthony BiedkaPNC InvestmentsMorgan Stanley11-19-2013
Christopher James LehanPNC InvestmentsMorgan Stanley12-03-2012
Christopher Michael WursterPNC InvestmentsMorgan Stanley02-28-2011
Daniel Eduardo VillegasPNC InvestmentsMorgan Stanley11-20-2014
Danny S HyonPNC InvestmentsMorgan Stanley04-22-2013
David Joel JohnsonPNC InvestmentsMorgan Stanley02-08-2016
David Lamon WarnerPNC InvestmentsMorgan Stanley03-10-2011
David N. PolhillPNC InvestmentsMorgan Stanley04-23-2014
Diana Lynn CovellPNC InvestmentsMorgan Stanley07-05-2016
Dwayne O MarshPNC InvestmentsMorgan Stanley04-23-2012
Eduardo Javier ValdesPNC InvestmentsMorgan Stanley04-24-2018
Emanuele BuonamiciPNC InvestmentsMorgan Stanley10-14-2014
Emilia Maria CorreaPNC InvestmentsMorgan Stanley09-06-2012
Eric BoksaPNC InvestmentsMorgan Stanley09-23-2016
Feraud Dodard CalixtePNC InvestmentsMorgan Stanley11-19-2013
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Showing 1 to 25 of 79 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.