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.

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
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Kara Lynn McKinneySunTrust Investment Services, Inc.PNC Investments09-06-2019
April Lain-Show WuWells Fargo Clearing Services, LLCPNC Investments11-20-2018
James Alan FrangenbergM&T Securities, Inc.PNC Investments09-27-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Fulton BridgesNavy Federal Brokerage Services, LLCPNC Investments08-20-2018
Akram Sadat AleahmadUnited Brokerage Services, IncPNC Investments06-13-2018
Christina Marie BokorAndersenPNC Investments04-18-2018
Brian James HoranWest Financial Services, Inc.PNC Investments08-11-2017
Jonathan Ryan GermanoHSBC Securities (USA) Inc.PNC Investments08-03-2017
Vladimir RazinWells Fargo Clearing Services, LLCPNC Investments07-21-2017
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Ronald Alan MoriartyWells Fargo Clearing Services, LLCPNC Investments06-19-2017
David Austin CostanzoPFS Investments Inc.PNC Investments06-14-2017
Nick Robert LouridasMML Investors Services, LLCPNC Investments06-13-2017
Neetu KohliUnited Brokerage Services, IncPNC Investments05-16-2017
Joseph Nandor Szadvari IIIDominion Financial Consultants, LLCPNC Investments03-22-2017
Martin P. KeaneSunTrust Investment Services, Inc.PNC Investments03-02-2017
Harold Franklin CrawfordCapital One Investing, LLCPNC Investments08-03-2016
Grant Robert ZaunerSunTrust Investment Services, Inc.PNC Investments08-02-2016
Steven D. AnthonyHSBC Securities (USA) Inc.PNC Investments08-01-2016
Steven Maclen BonavitaWells Fargo Clearing Services, LLCPNC Investments$5005-27-2016
Nils Omar VidalMorgan StanleyPNC Investments05-17-2016
Nicholas Carl DursoSunTrust Investment Services, Inc.PNC Investments02-24-2016
Louie Saji AtanganSunTrust Investment Services, Inc.PNC Investments01-22-2016
Next Page »

Showing 1 to 25 of 53 entries

Page 1 | 2 | 3

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.