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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher S JanusekThrivent Investment Management Inc.PNC Investments08-07-2019
Edwin James Pinigis IiiBB&T Securities, LLCPNC Investments06-06-2019
Richard Philip CapursoWells Fargo Clearing Services, LLCPNC Investments04-19-2017
Olasumbo M OmonaiyeSunTrust Investment Services, Inc.PNC Investments03-07-2017
Daniel L JanusekWells Fargo Clearing Services, LLCPNC Investments01-18-2017
Sharaff Ulann RathurWells Fargo Clearing Services, LLCPNC Investments01-06-2017
Janina Domenica MorelloMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-03-2015
Patricia Ann MackSunTrust Investment Services, Inc.PNC Investments10-19-2015
Samuel David WishneffCambridge Investment Research, Inc.PNC Investments09-10-2015
Navin JayasekarTIAA-CREF Individual & Institutional Services, LLCPNC Investments08-20-2015
Jacob Matthew McKelveyWells Fargo Clearing Services, LLCPNC Investments04-10-2015
Matthew H TownsendMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-06-2014

Showing 1 to 12 of 12 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.