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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Kevin James HuebschmanFifth Third Securities, Inc.PNC Investments10-18-2017
Ivan UskokovicFifth Third Securities, Inc.PNC Investments06-14-2017
Michael C. Harned Jr.Fifth Third Securities, Inc.PNC Investments06-14-2017
Susanne Marie SwansonFifth Third Securities, Inc.PNC Investments06-08-2017
Julio Vincent DriggsFifth Third Securities, Inc.PNC Investments05-31-2017
Craig R. MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Aaron B. ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Kathleen Marie JonesFifth Third Securities, Inc.PNC Investments03-30-2016
Denise Ann SwiatlowskiFifth Third Securities, Inc.PNC Investments05-05-2015
Nicholas Nolen BradleyFifth Third Securities, Inc.PNC Investments01-29-2015
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Alain Bahram BrownFifth Third Securities, Inc.PNC Investments$1001-06-2015
Adam Zachary TaylorFifth Third Securities, Inc.PNC Investments01-05-2015
Scott Robert BarlowFifth Third Securities, Inc.PNC Investments12-09-2014
Kurtis Wade AbrahamFifth Third Securities, Inc.PNC Investments11-05-2014
Sarah Raj LallFifth Third Securities, Inc.PNC Investments08-21-2014
Brian Kenneth LafaveFifth Third Securities, Inc.PNC Investments04-25-2014
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
Roger Anthony SiegelFifth Third Securities, Inc.PNC Investments04-03-2014
Patricia Rae WynneFifth Third Securities, Inc.PNC Investments$2503-14-2014
Matthew Todd ThompsonFifth Third Securities, Inc.PNC Investments08-07-2013
Kevin Charles KozlowskiFifth Third Securities, Inc.PNC Investments11-17-2011
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Showing 1 to 25 of 31 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.


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