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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elias J. MellulJ.P. Morgan Securities LLCPNC Investments02-14-2020
John Steven Matthews Jr.Wintrust Investments LLCPNC Investments01-10-2020
Jayson R. PociusWells Fargo Advisors Financial Network, LLCPNC Investments$15008-29-2019
Michael B. TursiWells Fargo Advisors Financial Network, LLCPNC Investments08-29-2019
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Glenn Alan AldridgeTD Ameritrade Investment Management, LLCPNC Investments03-15-2019
Crystal M. LanceMidwestern Securities Trading Company, LLCPNC Investments01-02-2019
Linda Susan WrobelThe Huntington Investment CompanyPNC Investments11-30-2018
Jill LevinsonThe Huntington Investment CompanyPNC Investments11-26-2018
Eddie R. TolbertNorthwestern Mutual Investment Services, LLCPNC Investments$2511-16-2018
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
James M MyczekTIAA-CREF Individual & Institutional Services, LLCPNC Investments$15011-12-2018
Mirko ReithoferFifth Third Securities, Inc.PNC Investments11-08-2018
Tanvi Shirish KhanBMO Harris Financial Advisors, Inc.PNC Investments10-22-2018
Michele A. ManfrediBMO Harris Financial Advisors, Inc.PNC Investments10-19-2018
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Eduardo Javier ValdesTLG Advisors, Inc.PNC Investments10-03-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Jeffery Noel SpanglerLPL Financial LLCPNC Investments06-01-2018
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
Stefanie Ann ScarpU.S. Bancorp Investments, Inc.PNC Investments05-01-2018
Alan Alfonso BanuelosMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-23-2018
Vincenzo D CiroliaCitigroup Global Markets Inc.PNC Investments03-05-2018
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Showing 1 to 25 of 122 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.