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
John Steven Matthews Jr.Wintrust Investments LLCPNC Investments01-10-2020
Kenneth Edward CadyWintrust Investments LLCPNC Investments$2510-08-2010
Ryan Robert AlvarezWintrust Investments LLCPNC Investments10-08-2010
Scott Bradley FortianoWintrust Investments LLCPNC Investments01-08-2010
Matthew D. CorriganWells Fargo Clearing Services, LLCPNC Investments$1009-09-2013
Matthew Kenneth WilkesWells Fargo Clearing Services, LLCPNC Investments03-25-2013
Michael Edward FriedmanWells Fargo Clearing Services, LLCPNC Investments07-29-2011
Mitchell David InskeepWells Fargo Clearing Services, LLCPNC Investments04-06-2011
Jayson R. PociusWells Fargo Advisors Financial Network, LLCPNC Investments$15008-29-2019
Michael B. TursiWells Fargo Advisors Financial Network, LLCPNC Investments08-29-2019
Angela Charlene WilliamsWealthquest CorporationPNC Investments01-01-2014
Robert Thomas NewmanVALIC Financial Advisors, Inc.PNC Investments12-08-2011
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
Stefanie Ann ScarpU.S. Bancorp Investments, Inc.PNC Investments05-01-2018
Jason Dale ZajacU.S. Bancorp Investments, Inc.PNC Investments03-30-2012
Alan William BaumanU.S. Bancorp Investments, Inc.PNC Investments11-30-2010
Eduardo Javier ValdesTLG Advisors, Inc.PNC Investments10-03-2018
James M MyczekTIAA-CREF Individual & Institutional Services, LLCPNC Investments$15011-12-2018
Brian R. RapackiTIAA-CREF Individual & Institutional Services, LLCPNC Investments10-29-2015
Katelyn E. DrakeTIAA-CREF Individual & Institutional Services, LLCPNC Investments10-27-2015
Linda Susan WrobelThe Huntington Investment CompanyPNC Investments11-30-2018
Jill LevinsonThe Huntington Investment CompanyPNC Investments11-26-2018
Jorge Ivan RiveraThe Huntington Investment CompanyPNC Investments12-15-2017
Mark V KeithThe Huntington Investment CompanyPNC Investments06-28-2017
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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.