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
Darlene Kay ParadiseChase Investment Services Corp.Key Investment Services LLC07-23-2012
Larry Dale ClarkChase Investment Services Corp.PNC Investments07-16-2012
Richard Allen BieleckiChase Investment Services Corp.Key Investment Services LLC06-01-2012
Caleb Thomas QuickChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2012
Holly Rae DemarcoChase Investment Services Corp.PFS Investments Inc.05-21-2012
Paul Mathew GerardChase Investment Services Corp.LPL Financial LLC05-01-2012
Michael Townsend LawrenceChase Investment Services Corp.Charles Schwab & Co., Inc.11-14-2011
Daniel Christian KelleyChase Investment Services Corp.PNC Investments08-29-2011
Cean Renee BentChase Investment Services Corp.Ogilvie Security Advisors Corporation07-29-2011
Wanda Lynn PylesChase Investment Services Corp.Wells Fargo Clearing Services, LLC06-27-2011
Julia Ann SlatteryChase Investment Services Corp.Edward Jones06-01-2011
John Michael HarrisChase Investment Services Corp.OneAmerica Securities, Inc.04-01-2011
Kyle Stanley LudwickChase Investment Services Corp.Pruco Securities, LLC.02-21-2011
Justin Matthew MartinChase Investment Services Corp.Essex National Securities, LLC12-20-2010
Stephen William MarcouChase Investment Services Corp.The Huntington Investment Company11-01-2010
Brandi A DowneyChase Investment Services Corp.Chase Investment Services Corp.09-01-2010
Lawrence Edward PiotrowskiChase Investment Services Corp.Chase Investment Services Corp.08-24-2010
Danielle Nicole ArmitageChase Investment Services Corp.Charles Schwab & Co., Inc.05-10-2010
Christopher Lee BlancettChase Investment Services Corp.APW Capital, Inc.03-29-2010
Timothy Christopher BouslogChase Investment Services Corp.PNC Investments03-29-2010
William Romeo CapodagliChase Investment Services Corp.PNC Investments03-29-2010
Patrick Michael ConradChase Investment Services Corp.Charles Schwab & Co., Inc.03-04-2010
Andrew Paul KleutghenChase Investment Services Corp.PNC Investments03-02-2010
Brandon Jade EmersonChase Investment Services Corp.Charles Schwab & Co., Inc.03-01-2010
Crystal Catherine NeilChase Investment Services Corp.Edward Jones03-01-2010
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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.