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
Jaclyn M MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Miguel R WodkowskiComerica SecuritiesPNC Investments$15011-05-2018
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Justin Matthew CattaneoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15006-25-2018
Dace Andrew DekruifFSC Securities CorporationPNC Investments04-13-2018
Jesse Albert Parsley Jr.Northwestern Mutual Investment Services, LLCPNC Investments03-06-2018
Lynne RolfeThe Huntington Investment CompanyPNC Investments10-23-2017
Jeffrey Thomas DomenicoEdward JonesPNC Investments10-06-2017
Zakhele Vinsty DhlaminiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-14-2017
Evan LianRaymond James Financial Services, Inc.PNC Investments07-11-2017
Michael David PominvilleCitizens Securities, Inc.PNC Investments06-21-2017
Robert Alan StockoskiThe Huntington Investment CompanyPNC Investments05-31-2017
Emilee Kay LawrenceJ.P. Morgan Securities LLCPNC Investments05-04-2017
Nicole Marie GattoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-03-2017
Ryan Paul MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-28-2017
Dawn Marie MosesSensible Financial Solutions, LLCPNC Investments03-21-2017
Joseph David BanishAmeriprise Financial Services, Inc.PNC Investments03-10-2017
Christopher Jordan RennertThe Huntington Investment CompanyPNC Investments10-31-2016
Timothy James KossVoya Financial Advisors, Inc.PNC Investments10-18-2016
Jay Julius Peitsch IIJ.P. Morgan Securities LLCPNC Investments08-04-2016
Marissa Cabel VandenbergThe Huntington Investment CompanyPNC Investments07-22-2016
Patrick John HaggertyFifth Third Securities, Inc.PNC Investments07-20-2016
Christopher T BuzzellCetera Investment Services LLCPNC Investments06-01-2016
Suzanne Cathleen RobertsJ.P. Morgan Securities LLCPNC Investments05-24-2016
Vera AugustyniakOppenheimer & Co. Inc.PNC Investments04-15-2016
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Showing 1 to 25 of 117 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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