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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Pamela Lee GrimmettSunTrust Investment Services, Inc.PNC Investments$107-10-2019
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Edwin James PinigisBB&T Securities, LLCPNC Investments06-06-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Nathan Ryan GarciaRaymond James Financial Services, Inc.PNC Investments$15003-07-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Jaclyn M MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Joanne CalsettaLPL Financial LLCPNC Investments02-14-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
John Steven BeckJ.P. Morgan Securities LLCPNC Investments$101-18-2019
Dominick PalumboWells Fargo Clearing Services, LLCPNC Investments01-16-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments$112-21-2018
Peter John DenningWells Fargo Clearing Services, LLCPNC Investments12-18-2018
James Francis KruseNYLIFE Securities LLCPNC Investments12-17-2018
Wesley Joseph McguginCitizens Securities, Inc.PNC Investments12-17-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Robert Paul Hanner Jr.Wells Fargo Clearing Services, LLCPNC Investments$2512-06-2018
Steve Pollock, Jane Rocks, Robert Litwin, Tom Becker and Michael SchneiderLPL FinancialPNC Investments $22509-28-2018
Craig Tilghman BoothSecurities America, Inc.PNC Investments11-30-2018
Rebecca Mayer HernWesBanco Securities, Inc.PNC Investments$2511-30-2018
Joshua Lee WinklerCitizens Securities, Inc.PNC Investments$2511-28-2018
Next Page »

Showing 1 to 25 of 1,581 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.

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