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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Edward LeonardChase Investment Services Corp.PNC Investments08-01-2012
Douglas Walter GraybealChase Investment Services Corp.FirstMerit Financial Services, Inc08-01-2012
Andrew L. TracyChase Investment Services Corp.Morgan Stanley$1006-19-2012
Matthew Allen GrohChase Investment Services Corp.Ameriprise Financial Services, LLC06-01-2012
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
William Roy Sickmiller Jr.Chase Investment Services Corp.The Huntington Investment Company$5002-28-2012
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
Mark Allen RankinChase Investment Services Corp.FirstMerit Financial Services, Inc08-01-2011
Todd Michael DownerdChase Investment Services Corp.Edward Jones06-30-2011
Stephanie Nicole EckertChase Investment Services Corp.Key Investment Services LLC06-15-2011
Kyle Arthur LeadbetterChase Investment Services Corp.Key Investment Services LLC05-31-2011
David A ParkerChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2011
Matthew G. McCumbeeChase Investment Services Corp.Edward Jones04-04-2011
Shane Daniel PrierChase Investment Services Corp.Ameriprise Financial Services, LLC04-01-2011
William Robert LenzottiChase Investment Services Corp.Lincoln Financial Advisors Corporation04-01-2011
Brian JohnsonChase Investment Services Corp.PNC Investments04-01-2011
Paul Cowles LaskeyChase Investment Services Corp.PNC Investments03-31-2011
Aaron AdcockChase Investment Services Corp.Charles Schwab & Co., Inc.03-31-2011
James TalcottChase Investment Services Corp.PNC Investments02-21-2011
Brian Anthony CaseyChase Investment Services Corp.Waddell & Reed01-20-2011
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Showing 1 to 25 of 77 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.