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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter John BrambsCUSO Financial Services, L.P.PNC Investments$15010-07-2019
David Martin GarresCUSO Financial Services, L.P.PNC Investments$25005-29-2019
Joshua Aaron RhemCUSO Financial Services, L.P.PNC Investments11-27-2017
Cheryl Hester GuyCUSO Financial Services, L.P.PNC Investments07-05-2017
Patrick George HellerCUSO Financial Services, L.P.PNC Investments06-19-2017
Kimberly Sue WeithmanCUSO Financial Services, L.P.PNC Investments05-01-2017
Steven Henry HopkinsCUSO Financial Services, L.P.PNC Investments$3004-24-2017
Nathaniel Bradley StevensCUSO Financial Services, L.P.PNC Investments$2003-06-2017
Catherine Ann BryantCUSO Financial Services, L.P.PNC Investments09-07-2016
William Joel BurkhartCUSO Financial Services, L.P.PNC Investments$5006-20-2016
Brian David FeeCUSO Financial Services, L.P.PNC Investments05-04-2015
Tariq JohnsonCUSO Financial Services, L.P.PNC Investments03-30-2015
Tuan Thanh LeCUSO Financial Services, L.P.PNC Investments05-22-2013
Alfred David BarbatoCUSO Financial Services, L.P.PNC Investments10-15-2012
Rick Paul BertaCUSO Financial Services, L.P.PNC Investments02-20-2012
Todd Ryan BlessingCUSO Financial Services, L.P.PNC Investments10-19-2011
Ryan Bruce LavielleCUSO Financial Services, L.P.PNC Investments03-14-2011

Showing 1 to 17 of 17 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.