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
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments$112-21-2018
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 Investments$106-14-2017
Michael C Harned Jr.Fifth Third Securities, Inc.PNC Investments06-14-2017
Susanne Marie SwansonFifth Third Securities, Inc.PNC Investments06-08-2017
Brian Louis ProseFifth Third Securities, Inc.PNC Investments05-09-2017
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 Investments$109-28-2016
Aaron Bruce ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Patrick John HaggertyFifth Third Securities, Inc.PNC Investments07-20-2016
Kathleen Marie JonesFifth Third Securities, Inc.PNC Investments$15003-30-2016
Michael James CasonFifth Third Securities, Inc.PNC Investments$15003-16-2016
Debra S WelshFifth Third Securities, Inc.PNC Investments08-28-2015
Peggy Sue WilsonFifth Third Securities, Inc.PNC Investments07-20-2015
Alan Roger WirgauFifth Third Securities, Inc.PNC Investments06-09-2015
Denise Ann SwiatlowskiFifth Third Securities, Inc.PNC Investments05-05-2015
Quy Dinh HuynhFifth Third Securities, Inc.PNC Investments04-02-2015
Nicholas Nolen BradleyFifth Third Securities, Inc.PNC Investments01-29-2015
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Jolene Rae MaressaFifth Third Securities, Inc.PNC Investments01-12-2015
Alain Bahram BrownFifth Third Securities, Inc.PNC Investments$1701-06-2015
Adam Zachary TaylorFifth Third Securities, Inc.PNC Investments01-05-2015
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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.


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