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
Aaron David MazerPruco Securities, LLC.PNC Investments11-12-2013
Abraheim Ahmed AliWells Fargo Clearing Services, LLCPNC Investments08-28-2015
Adam Neil RayburgTIAA-CREF Individual & Institutional Services, LLCPNC Investments09-13-2017
Adam Ray BosiljevacNationwide Securities, LLCPNC Investments03-18-2015
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Adam RekasiePNC InvestmentsPNC Investments06-26-2014
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Afaf A ZaherWells Fargo Clearing Services, LLCPNC Investments12-06-2013
Aida Corinne GonzalezTIAA-CREF Individual & Institutional Services, LLCPNC Investments05-28-2014
Alex Silvestro IIICitizens Securities, Inc.PNC Investments11-22-2016
Alexandra Isabelle AscioneWells Fargo Clearing Services, LLCPNC Investments$2504-27-2011
Alfred David BarbatoCUSO Financial Services, L.P.PNC Investments10-15-2012
Allan Jay Thompson Jr.Wells Fargo Clearing Services, LLCPNC Investments12-14-2012
Amanda Lou BeattyLPL Financial LLCPNC Investments01-04-2016
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Andrew David SilverLPL Financial LLCPNC Investments07-14-2017
Andrew MaddenLPL Financial LLCPNC Investments05-04-2017
Andrew Paul ScibettaTIAA-CREF Individual & Institutional Services, LLCPNC Investments05-22-2015
Andrew Shear NeftCitizens Securities, Inc.PNC Investments$2510-02-2017
Angelo Joseph PintiTIAA-CREF Individual & Institutional Services, LLCPNC Investments11-21-2014
Anne Louise SaxerLPL Financial LLCPNC Investments$2512-18-2013
Anthony Henry JagersTIAA-CREF Individual & Institutional Services, LLCPNC Investments04-01-2013
Anthony J. BaroneLPL Financial LLCPNC Investments06-28-2017
Anthony Joseph Ranalli Jr.Citizens Securities, Inc.PNC Investments11-09-2015
Anthony Louis ScolloCitizens Securities, Inc.PNC Investments01-21-2016
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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.