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
Scott Bradley FortianoWintrust Investments LLCPNC Investments01-08-2010
Mary Nicole DenicoloJ.P. Morgan Securities LLCPNC Investments$101-22-2010
James Michael GabrielFifth Third Securities, Inc.PNC Investments05-28-2010
Quinton Raymond KochCFD Investments, Inc.PNC Investments07-06-2010
Tom Jason CowellMidwestern Securities Trading Company, LLCPNC Investments08-31-2010
Karen Estelle Overcash-GilmoreChase Investment Services Corp.PNC Investments09-01-2010
Lorene Jayne BowkleyLPL Financial LLCPNC Investments09-27-2010
Kenneth Edward CadyWintrust Investments LLCPNC Investments$2510-08-2010
Ryan Robert AlvarezWintrust Investments LLCPNC Investments10-08-2010
Alan William BaumanU.S. Bancorp Investments, Inc.PNC Investments11-30-2010
Mitchell David InskeepWells Fargo Clearing Services, LLCPNC Investments04-06-2011
Kristofer G. GoergenCountry Capital Management CompanyPNC Investments04-20-2011
Jody L. PulliumChase Investment Services Corp.PNC Investments$15004-27-2011
Gregory Wade GobbleAlton Securities Group Inc.PNC Investments05-27-2011
John D. GedwillFifth Third Securities, Inc.PNC Investments06-21-2011
Kristian Phillip MalcontentoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$1007-20-2011
Michael Edward FriedmanWells Fargo Clearing Services, LLCPNC Investments07-29-2011
Taryn Lynn OlszewskiRaymond James Financial Services, Inc.PNC Investments10-07-2011
Robert Thomas NewmanVALIC Financial Advisors, Inc.PNC Investments12-08-2011
Anna BouthilletteLPL Financial LLCPNC Investments12-09-2011
Cory Ann BudnickState Farm VP Management Corp.PNC Investments02-24-2012
Jason Dale ZajacU.S. Bancorp Investments, Inc.PNC Investments03-30-2012
Lillian KlainosFifth Third Securities, Inc.PNC Investments06-04-2012
Nick Panos StavropoulosCitizens Securities, Inc.PNC Investments07-02-2012
Kenneth Scott RobbinsBMO Harris Financial Advisors, Inc.PNC Investments07-23-2012
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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.