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
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Kristen L. ByrdPNC InvestmentsPNC Investments12-19-2018
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
Michael Ryan LovellPNC InvestmentsPNC Investments12-06-2018
Edmond DimashiPNC InvestmentsPNC Investments12-04-2018
Melodie Jermont RoachPNC InvestmentsPNC Investments11-15-2018
Matthew Stewart RaganPNC InvestmentsPNC Investments$15009-10-2018
Michael A. BrownPNC InvestmentsPNC Investments10-25-2017
Anthony A. GrisantiPNC InvestmentsPNC Investments09-14-2017
Craig L. AndresPNC InvestmentsPNC Investments09-13-2017
Jason Eric KorffPNC InvestmentsPNC Investments$10007-27-2017
Christopher G HeslerPNC InvestmentsPNC Investments03-10-2017
Jaclyn M. MullicaPNC InvestmentsPNC Investments11-15-2016
Jeffrey Allen BunchPNC InvestmentsPNC Investments$1001-22-2016
Shelia Ann HuberPNC InvestmentsPNC Investments06-25-2015
Jeremy Dale SwongerPNC InvestmentsPNC Investments05-01-2015
Robbie Lynne WilliamsPNC InvestmentsPNC Investments04-16-2015
Robin Lee RitenourPNC InvestmentsPNC Investments04-08-2015
Nicholas Carl DursoPNC InvestmentsPNC Investments09-17-2014
Adam RekasiePNC InvestmentsPNC Investments06-26-2014
Parvan ShojaeiPNC InvestmentsPNC Investments04-03-2013
Dean Mark RattinPNC InvestmentsPNC Investments$2509-10-2012
Mark OliverPNC InvestmentsPNC Investments04-30-2012
James Nelson Carter Jr.PNC InvestmentsPNC Investments10-24-2011
Philip Frank RutiglianoPNC InvestmentsPNC Investments$10007-11-2011
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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 ā€œ ā€” ā€œ is listed in the recordā€™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.