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
Jeffrey Nicholas HemsathAmeriprise Financial Services, LLCPNC Investments02-14-2020
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Maida HalilovicJ.P. Morgan Securities LLCPNC Investments02-04-2019
Kristen L. ByrdPNC InvestmentsPNC Investments12-19-2018
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Sarah B. Snowden GibbonsU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Michael A. BrownPNC InvestmentsPNC Investments10-25-2017
Kylee Brooke MarcyFifth Third Securities, Inc.PNC Investments07-07-2017
Bowman Michael ThrasherMorgan StanleyPNC Investments06-22-2017
Michael C. Harned Jr.Fifth Third Securities, Inc.PNC Investments06-14-2017
Julio Vincent DriggsFifth Third Securities, Inc.PNC Investments05-31-2017
Brian Thomas CurtisJ.P. Morgan Securities LLCPNC Investments05-30-2017
Ryan C. DoranU.S. Bancorp Investments, Inc.PNC Investments05-22-2017
Ryan P. VoetBB&T Investment Services, Inc.PNC Investments05-03-2017
Andrew MuncyWells Fargo Clearing Services, LLCPNC Investments04-17-2017
Douglas Chriss LarueScottrade, Inc.PNC Investments02-27-2017
Tim Allen Furlong Sr.Scottrade, Inc.PNC Investments12-14-2016
Mary Lynn BoswayBB&T Investment Services, Inc.PNC Investments09-09-2016
Stephen Lee SpenceFidelity Brokerage Services LLCPNC Investments09-08-2016
Brian William ChavisBB&T Investment Services, Inc.PNC Investments09-06-2016
Dustin T. MillionLPL Financial LLCPNC Investments08-16-2016
Douglas C. SchanieJ.P. Morgan Securities LLCPNC Investments07-08-2016
Lisa Wolfzorn MellBB&T Investment Services, Inc.PNC Investments06-10-2016
Mark William RaqueFifth Third Securities, Inc.PNC Investments04-07-2016
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
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Showing 1 to 25 of 72 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.