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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

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
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
Michen V SirleafTD Ameritrade Investment Management, LLCPNC Investments04-24-2019
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Nathan Ryan GarciaRaymond James Financial Services, Inc.PNC Investments$15003-07-2019
Jaclyn M. MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Joshua Steven GelberCity National Securities, Inc.PNC Investments02-20-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Mark Chrstopher ZonnoPruco Securities, LLC.PNC Investments$15002-11-2019
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
John Steven BeckJ.P. Morgan Securities LLCPNC Investments01-18-2019
Dominick PalumboWells Fargo Clearing Services, LLCPNC Investments01-16-2019
Robert KamyaWells Fargo Clearing Services, LLCPNC Investments01-14-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Peter J. DenningWells Fargo Clearing Services, LLCPNC Investments12-18-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Next Page »

Showing 1 to 25 of 85 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.