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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Walker ButterfieldPNC InvestmentsWells Fargo Clearing Services, LLC01-22-2009
Frank Paul HellriegelPNC InvestmentsWells Fargo Clearing Services, LLC02-02-2009
Aisha LokaiPNC InvestmentsWells Fargo Clearing Services, LLC03-11-2009
Patrick Edward AaronPNC InvestmentsWells Fargo Clearing Services, LLC03-23-2009
Gino Frank MevoliPNC InvestmentsWells Fargo Clearing Services, LLC03-24-2009
Wayne Scott MernonePNC InvestmentsWells Fargo Clearing Services, LLC06-08-2009
Thomas Andrew WebsterPNC InvestmentsWells Fargo Clearing Services, LLC07-01-2009
Kent P Von Der VellenPNC InvestmentsWells Fargo Clearing Services, LLC12-07-2009
Shane Allen SmithPNC InvestmentsWells Fargo Clearing Services, LLC04-12-2010
Brendan Timothy SheehanPNC InvestmentsWells Fargo Clearing Services, LLC06-07-2010
David Allen EmringPNC InvestmentsWells Fargo Clearing Services, LLC07-08-2010
William Duncan McnallyPNC InvestmentsWells Fargo Clearing Services, LLC09-16-2010
Michael Todd McgoniglePNC InvestmentsWells Fargo Clearing Services, LLC12-08-2010
Creig Desmond JardinePNC InvestmentsWells Fargo Clearing Services, LLC12-09-2010
Norman Daniel Townsend IIIPNC InvestmentsWells Fargo Clearing Services, LLC02-18-2011
Michael J SloneckerPNC InvestmentsWells Fargo Clearing Services, LLC02-22-2011
Phillip Thomas CameronPNC InvestmentsWells Fargo Clearing Services, LLC03-29-2011
Javier Elias LopezPNC InvestmentsWells Fargo Clearing Services, LLC04-11-2011
George Joseph VangelakosPNC InvestmentsWells Fargo Clearing Services, LLC$5005-16-2011
Jayeeta ChoudhuryPNC InvestmentsWells Fargo Clearing Services, LLC05-31-2011
Alexander SimanovskyPNC InvestmentsWells Fargo Clearing Services, LLC$10006-20-2011
Emil BaczykPNC InvestmentsWells Fargo Clearing Services, LLC06-20-2011
Todd Michael BonvinoPNC InvestmentsWells Fargo Clearing Services, LLC07-06-2011
Daniel Reed GainesPNC InvestmentsWells Fargo Clearing Services, LLC08-25-2011
Salisha AbrahamPNC InvestmentsWells Fargo Clearing Services, LLC09-02-2011
Next Page »

Showing 1 to 25 of 162 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.

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