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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Bradley FortianoWintrust Investments LLCPNC Investments01-08-2010
James Michael GabrielFifth Third Securities, Inc.PNC Investments05-28-2010
Ronnie P. JesseMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-04-2011
Mitchell David InskeepWells Fargo Clearing Services, LLCPNC Investments04-06-2011
Kristofer G. GoergenCountry Capital Management CompanyPNC Investments04-20-2011
Cory Ann BudnickState Farm VP Management Corp.PNC Investments02-24-2012
Christopher Anthony ZajacMercer Allied Company, L.P.PNC Investments03-04-2013
Nicole CordonnierJ.P. Morgan Securities LLCPNC Investments04-01-2013
Joseph Francis GaspariLPL Financial LLCPNC Investments08-14-2013
Kimberly Ann O'GormanJ.P. Morgan Securities LLCPNC Investments09-17-2013
Jody L. PulliumAllstate Financial Services, LLCPNC Investments10-31-2013
Angela Charlene WilliamsWealthquest CorporationPNC Investments01-01-2014
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
Larry Wendell JacksonRaymond James & Associates, Inc.PNC Investments06-02-2014
Sarah Raj LallFifth Third Securities, Inc.PNC Investments08-21-2014
Sean Arlington KienzleJ.P. Morgan Securities LLCPNC Investments09-23-2014
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Gregory Lyn SullivanBMO Harris Financial Advisors, Inc.PNC Investments07-14-2015
Craig R. MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Todd A StecTD Ameritrade Investment Management, LLCPNC Investments12-01-2016
Evan D. SchererJ.P. Morgan Securities LLCPNC Investments$1003-09-2017
Gustavo A SanchezLPL Financial LLCPNC Investments05-01-2017
Patrick Michael HagertyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-03-2017
Heather Anne GottfriedCitigroup Global Markets Inc.PNC Investments$1006-08-2017
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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