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
Justin Edwin WeibleWells Fargo Clearing Services, LLCPNC Investments02-20-2020
Stephen Thomas HadadInfinex Investments, Inc.PNC Investments02-18-2020
Bernard HeiglJ.P. Morgan Securities LLCPNC Investments12-09-2019
Christopher A. DulovichWaddell & ReedPNC Investments10-11-2019
George Anthony FrancisThe Huntington Investment CompanyPNC Investments10-03-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Michen V SirleafTD Ameritrade Investment Management, LLCPNC Investments04-24-2019
Jennifer S. GreeneLPL Financial LLCPNC Investments04-23-2019
Joseph L. ArndtMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-16-2019
Peter Scott LlagunoWells Fargo Clearing Services, LLCPNC Investments03-29-2019
Jonathan A. HilemanKey Investment Services LLCPNC Investments03-27-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Devin Renay KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-31-2019
Justin Gregory ClarkEquity Services, Inc.PNC Investments01-25-2019
Dmitriy BudilovMercer Allied Company, L.P.PNC Investments01-16-2019
Kyle W. AxelsonNorthwestern Mutual Investment Services, LLCPNC Investments01-15-2019
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Timothy J. BriddesCitizens Securities, Inc.PNC Investments12-19-2018
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
Joshua Edward MeyerCitizens Securities, Inc.PNC Investments11-30-2018
Melodie Jermont RoachPNC InvestmentsPNC Investments11-15-2018
Patrick Bradley BuggyCitizens Securities, Inc.PNC Investments10-31-2018
Patrick Stephen MullenCetera Investment Services LLCPNC Investments10-21-2018
Robert Eric RosemaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
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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.