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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Chad B. SpeziaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-16-2019
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
Joseph L. ArndtMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-16-2019
Devin Renay KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-31-2019
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Ryan T. SangsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Marilyn D AndradeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-05-2018
Todd John DorschelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2510-25-2018
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Robert Eric RosemaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Mark Chesley SvensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15009-12-2018
Tyler LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-10-2018
Jasmin Tesse La-Rue WaddellMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-15-2018
Shelley Renee ConeybeerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-10-2018

Showing 1 to 18 of 18 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.