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
Domenico Thomas SciulliCitizens Securities, Inc.PNC Investments$15002-25-2020
Souheil Hassib ChalhoubCitizens Securities, Inc.PNC Investments02-18-2020
Travis Jay LacelleCitizens Securities, Inc.PNC Investments01-30-2020
Matthew James ArmstrongCitizens Securities, Inc.PNC Investments03-18-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Jaclyn M. MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Timothy J. BriddesCitizens Securities, Inc.PNC Investments12-19-2018
Wesley Joseph McGuginCitizens Securities, Inc.PNC Investments12-17-2018
Joshua Edward MeyerCitizens Securities, Inc.PNC Investments11-30-2018
Leonard Pasquale DebonaCitizens Securities, Inc.PNC Investments$15011-14-2018
Matthew E. KallioCitizens Securities, Inc.PNC Investments11-08-2018
Patrick Bradley BuggyCitizens Securities, Inc.PNC Investments10-31-2018
Timothy James GilleylenCitizens Securities, Inc.PNC Investments$15010-31-2018
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Shannon G BenderCitizens Securities, Inc.PNC Investments$5010-17-2018
Kenneth Wayne Houser Jr.Citizens Securities, Inc.PNC Investments09-27-2018
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Maria L. SerrahimaCitizens Securities, Inc.PNC Investments08-29-2018
Robert Michael OddoCitizens Securities, Inc.PNC Investments08-20-2018
Sean Patrick LoreCitizens Securities, Inc.PNC Investments04-18-2018
Duane YoungCitizens Securities, Inc.PNC Investments03-20-2018
Mauricio GaitanCitizens Securities, Inc.PNC Investments11-10-2017
Andrew Shear NeftCitizens Securities, Inc.PNC Investments$2510-02-2017
Martha Jean BedeianCitizens Securities, Inc.PNC Investments$2509-26-2017
Brian JohnsonCitizens Securities, Inc.PNC Investments09-20-2017
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Showing 1 to 25 of 114 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.