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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michelle Lee DubenaCitizens Securities, Inc.Pruco Securities, LLC.09-20-2018
David Harvey FriedmanCitizens Securities, Inc.J.P. Morgan Securities LLC04-25-2018
Brian Christopher SelfCitizens Securities, Inc.Scottrade, Inc.03-29-2018
Mark Bradley HorlickCitizens Securities, Inc.W&S Brokerage Services, Inc.01-25-2018
Kenneth James ChodzinCitizens Securities, Inc.J.P. Morgan Securities LLC$5011-30-2017
Brian Dylan JohnsonCitizens Securities, Inc.PNC Investments$15009-20-2017
Ernesto Cruz IICitizens Securities, Inc.The Huntington Investment Company06-28-2017
Dickran GuerguerianCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2017
Joseph Michael MelenickCitizens Securities, Inc.The Huntington Investment Company$105-18-2017
Craig Dayton CouchCitizens Securities, Inc.The Huntington Investment Company04-25-2017
Ryan N RicartCitizens Securities, Inc.PNC Investments04-24-2017
Melissa Lynne MaxwellCitizens Securities, Inc.PNC Investments03-24-2017
Brandon Keith KrekCitizens Securities, Inc.PNC Investments03-17-2017
Adam Michael BakerCitizens Securities, Inc.Pruco Securities, LLC.02-27-2017
Mark Alan LandskronerCitizens Securities, Inc.J.P. Morgan Securities LLC02-06-2017
Chad Alan JorzaCitizens Securities, Inc.The Huntington Investment Company01-30-2017
Brian R ShreveCitizens Securities, Inc.PNC Investments12-21-2016
Charles Eugene GlassCitizens Securities, Inc.The O.N. Equity Sales Company$111-30-2016
Chadwick Lynn MillerCitizens Securities, Inc.Fidelity Brokerage Services LLC10-20-2016
Richard E. JenningsCitizens Securities, Inc.AXA Advisors, LLC07-19-2016
Chad E. SchlehCitizens Securities, Inc.Fifth Third Securities, Inc.07-06-2016
Michael Lawrence SoederCitizens Securities, Inc.AXA Advisors, LLC06-30-2016
Steven Francisco CallejasCitizens Securities, Inc.W&S Brokerage Services, Inc.06-17-2016
Cristin Michelle LukcsoCitizens Securities, Inc.LPL Financial LLC06-07-2016
Edward John Pavel Jr.Citizens Securities, Inc.Fifth Third Securities, Inc.04-25-2016
Next Page »

Showing 1 to 25 of 61 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.


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