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
Edwin James PinigisBB&T Securities, LLCPNC Investments06-06-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
David Martin GarresCUSO Financial Services, L.P.PNC Investments$25005-29-2019
Jason Robert CalderwoodPruco Securities, LLC.PNC Investments05-21-2019
Everett Gregory HunterSunTrust Investment Services, Inc.PNC Investments05-17-2019
Chad B. SpeziaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-16-2019
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Katherine Murphy SquiresRSM US Wealth Management LLCPNC Investments05-02-2019
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Chris Mark KolasinskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15004-26-2019
Frank N. HotzeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-26-2019
George Howard ForsythCetera Investment Services LLCPNC Investments04-25-2019
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
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
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Omar A OmarKey Investment Services LLCPNC Investments04-08-2019
Levente Ferenc ZsuppanBessemer Investor Services, Inc.PNC Investments03-29-2019
Peter Scott LlagunoWells Fargo Clearing Services, LLCPNC Investments03-29-2019
Jonathan A. HilemanKey Investment Services LLCPNC Investments03-27-2019
Christina E. Elin-RogersThe Huntington Investment CompanyPNC Investments03-22-2019
Matthew James ArmstrongCitizens Securities, Inc.PNC Investments03-18-2019
Glenn Alan AldridgeTD Ameritrade Investment Management, LLCPNC Investments03-15-2019
Colleen Clark HigginsRaymond James & Associates, Inc.PNC Investments$15003-12-2019
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Showing 1 to 25 of 210 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.