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
Rodney John DeckerChase Investment Services Corp.PNC Investments09-01-2012
Jody Wayne MyersChase Investment Services Corp.PNC Investments08-27-2012
William Edward LeonardChase Investment Services Corp.PNC Investments08-01-2012
Larry Dale ClarkChase Investment Services Corp.PNC Investments07-16-2012
Antonio Denard JeffersonChase Investment Services Corp.PNC Investments06-25-2012
Jeffrey Michael CliffordChase Investment Services Corp.PNC Investments05-29-2012
Troy Michael GerschutzChase Investment Services Corp.PNC Investments04-01-2012
Justin Joseph RobertsonChase Investment Services Corp.PNC Investments03-01-2012
James Kevin VarnumChase Investment Services Corp.PNC Investments01-23-2012
Erik GudenasChase Investment Services Corp.PNC Investments12-19-2011
Phillip Michael AlexanderChase Investment Services Corp.PNC Investments12-19-2011
Timothy George WrightChase Investment Services Corp.PNC Investments10-24-2011
Olatunde Nicholas SosanChase Investment Services Corp.PNC Investments09-01-2011
Ryan Kelly DuganChase Investment Services Corp.PNC Investments09-01-2011
Daniel Christian KelleyChase Investment Services Corp.PNC Investments08-29-2011
Chris Salvador CaliaChase Investment Services Corp.PNC Investments08-01-2011
Leah Michele ArnoldChase Investment Services Corp.PNC Investments08-01-2011
Morgan Lee MudgeChase Investment Services Corp.PNC Investments06-01-2011
Jody L PulliumChase Investment Services Corp.PNC Investments04-27-2011
Jennifer A. ZabawskiChase Investment Services Corp.PNC Investments04-25-2011
Brian Dylan JohnsonChase Investment Services Corp.PNC Investments04-01-2011
Jennifer M HoneycuttChase Investment Services Corp.PNC Investments04-01-2011
Paul Cowles LaskeyChase Investment Services Corp.PNC Investments03-31-2011
Miguel Rafael Trinidad OgandoChase Investment Services Corp.PNC Investments03-28-2011
Joseph M PloszewskiChase Investment Services Corp.PNC Investments03-21-2011
Next Page »

Showing 1 to 25 of 53 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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