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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jody L. PulliumAllstate Financial Services, LLCPNC Investments10-31-2013
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Gregory Lyn SullivanBMO Harris Financial Advisors, Inc.PNC Investments07-14-2015
Heather Anne GottfriedCitigroup Global Markets Inc.PNC Investments$1006-08-2017
Kristofer G. GoergenCountry Capital Management CompanyPNC Investments04-20-2011
Craig R. MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Sarah Raj LallFifth Third Securities, Inc.PNC Investments08-21-2014
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
James Michael GabrielFifth Third Securities, Inc.PNC Investments05-28-2010
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
Evan D. SchererJ.P. Morgan Securities LLCPNC Investments$1003-09-2017
Sean Arlington KienzleJ.P. Morgan Securities LLCPNC Investments09-23-2014
Kimberly Ann O'GormanJ.P. Morgan Securities LLCPNC Investments09-17-2013
Nicole CordonnierJ.P. Morgan Securities LLCPNC Investments04-01-2013
Jeffery Noel SpanglerLPL Financial LLCPNC Investments06-01-2018
Gustavo A SanchezLPL Financial LLCPNC Investments05-01-2017
Joseph Francis GaspariLPL Financial LLCPNC Investments08-14-2013
Christopher Anthony ZajacMercer Allied Company, L.P.PNC Investments03-04-2013
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Gregory Edward Robert HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Patrick Michael HagertyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-03-2017
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Showing 1 to 25 of 37 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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