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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Mirko ReithoferFifth Third Securities, Inc.PNC Investments11-08-2018
S Renee Renee WhismanFifth Third Securities, Inc.PNC Investments10-05-2018
Nancy Carole NovakFifth Third Securities, Inc.PNC Investments10-26-2017
Kevin James HuebschmanFifth Third Securities, Inc.PNC Investments10-18-2017
Kylee Brooke MarcyFifth Third Securities, Inc.PNC Investments07-07-2017
Robert P. HaugFifth Third Securities, Inc.PNC Investments07-06-2017
Timothy Guy WoosterFifth Third Securities, Inc.PNC Investments06-27-2017
Ivan UskokovicFifth Third Securities, Inc.PNC Investments06-14-2017
Michael C. Harned Jr.Fifth Third Securities, Inc.PNC Investments06-14-2017
Benjamin Carl BrennemanFifth Third Securities, Inc.PNC Investments06-14-2017
Susanne Marie SwansonFifth Third Securities, Inc.PNC Investments06-08-2017
Julio Vincent DriggsFifth Third Securities, Inc.PNC Investments05-31-2017
Brian Louis ProseFifth Third Securities, Inc.PNC Investments05-09-2017
George Vanderbilt Peck Jr.Fifth Third Securities, Inc.PNC Investments05-04-2017
Casimer John KrollFifth Third Securities, Inc.PNC Investments04-26-2017
Daniel Matthew ScottFifth Third Securities, Inc.PNC Investments04-13-2017
Allison M. SiegelFifth Third Securities, Inc.PNC Investments12-02-2016
Craig R. MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Aaron B. ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Patrick J. HaggertyFifth Third Securities, Inc.PNC Investments07-20-2016
Mark William RaqueFifth Third Securities, Inc.PNC Investments04-07-2016
Kathleen Marie JonesFifth Third Securities, Inc.PNC Investments03-30-2016
Michael James CasonFifth Third Securities, Inc.PNC Investments03-16-2016
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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.