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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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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
Matthew J TaylorJ.P. Morgan Securities LLCPNC Investments03-02-2019
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
Ilce PalizaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-22-2017
Brian James HoranWest Financial Services, Inc.PNC Investments08-11-2017
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Heiner P KesslerCUSO Financial Services, L.P.PNC Investments06-26-2017
Ronald Alan MoriartyWells Fargo Clearing Services, LLCPNC Investments06-19-2017
Anatoliy A LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Valerie Rose Lucille Vander MolenSunTrust Investment Services, Inc.PNC Investments06-02-2017
Grant Robert ZaunerSunTrust Investment Services, Inc.PNC Investments08-02-2016
Nicholas Carl DursoSunTrust Investment Services, Inc.PNC Investments02-24-2016
Eric Scott JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-08-2015
Najib A KhanCetera Investment Services LLCPNC Investments09-09-2015
David Xuan ChuCitigroup Global Markets Inc.PNC Investments05-11-2015
Michael E RutlerSunTrust Investment Services, Inc.PNC Investments$15004-28-2015
Willie Douglas TateTD Private Client Wealth LLCPNC Investments10-31-2013
Cuaduana Paul TerryWells Fargo Clearing Services, LLCPNC Investments09-18-2013
John Sheldon Bell SrSunTrust Investment Services, Inc.PNC Investments03-11-2011
Stephen Scott SiegleWells Fargo Clearing Services, LLCPNC Investments02-18-2011

Showing 1 to 24 of 24 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.