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
Jaclyn M. MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Timothy James GilleylenCitizens Securities, Inc.PNC Investments$15010-31-2018
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Michael David PominvilleCitizens Securities, Inc.PNC Investments06-21-2017
Tina Marie AntoonCitizens Securities, Inc.PNC Investments02-27-2017
Melissa Ann NiswongerCitizens Securities, Inc.PNC Investments06-06-2014
Elizabeth Smith HouslerCitizens Securities, Inc.PNC Investments06-05-2014
Russell Thomas FullerCitizens Securities, Inc.PNC Investments$10006-03-2014
Stephen Joseph HannahCitizens Securities, Inc.PNC Investments04-30-2014
Anthony Earl PorterCitizens Securities, Inc.PNC Investments04-30-2014
Michelle Patrice MartinCitizens Securities, Inc.PNC Investments$15007-18-2013
Dace Andrew DekruifCitizens Securities, Inc.PNC Investments03-18-2013
Russell William StricklerCitizens Securities, Inc.PNC Investments02-12-2013
Maurice Ervin Miller Jr.Citizens Securities, Inc.PNC Investments01-05-2011
Corrine Renee ClarkCitizens Securities, Inc.PNC Investments$10010-25-2010
Kenneth Bruce Lundquist Jr.Citizens Securities, Inc.PNC Investments08-25-2010

Showing 1 to 16 of 16 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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