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
Kristen Anne EhringerDentist AdvisorsPNC Investments04-16-2020
Richard Seifert ColeCharles Schwab & Co., Inc.PNC Investments$15004-03-2020
Scott Addison GarrigusFinancial Engines Advisors L.L.C.PNC Investments03-20-2020
Zachary ShepardThe Huntington Investment CompanyPNC Investments03-06-2020
Catherine Proctor ClontzBB&T Securities, LLCPNC Investments03-06-2020
Joshua Ryan KentMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-03-2020
Domenico Thomas SciulliCitizens Securities, Inc.PNC Investments$15002-25-2020
Brianna Maria BuckleyCetera Investment Services LLCPNC Investments02-21-2020
Justin Edwin WeibleWells Fargo Clearing Services, LLCPNC Investments02-20-2020
Stephen Thomas HadadInfinex Investments, Inc.PNC Investments02-18-2020
Souheil Hassib ChalhoubCitizens Securities, Inc.PNC Investments02-18-2020
Elias J. MellulJ.P. Morgan Securities LLCPNC Investments02-14-2020
Jeffrey Nicholas HemsathAmeriprise Financial Services, LLCPNC Investments02-14-2020
Jason Aaron YoungPruco Securities, LLC.PNC Investments02-04-2020
Walter Marcel TaylorCharles Schwab & Co., Inc.PNC Investments$7502-03-2020
Joseph Paul DinicolaGladstone Wealth GroupPNC Investments$15001-31-2020
Travis Jay LacelleCitizens Securities, Inc.PNC Investments01-30-2020
John Steven Matthews Jr.Wintrust Investments LLCPNC Investments01-10-2020
Ryan M. GreenhillThe Huntington Investment CompanyPNC Investments01-08-2020
Craig L. AndresLPL Financial LLCPNC Investments12-20-2019
Bernard HeiglJ.P. Morgan Securities LLCPNC Investments12-09-2019
Rebekah Suzanne KigerThe Retirement Guys FormulaPNC Investments12-06-2019
John K. BurtonCUNA Brokerage Services, Inc.PNC Investments11-19-2019
Lorraine Hernandez ForbesJ.P. Morgan Securities LLCPNC Investments$2511-08-2019
Ronald Eugene CarrollMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15010-25-2019
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Showing 1 to 25 of 2,090 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.