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
David J. NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
John K. BurtonPNC InvestmentsU.S. Bancorp Investments, Inc.$15006-27-2019
Frederick Arvey SavelPNC InvestmentsWells Fargo Clearing Services, LLC04-12-2019
Ronald Michael Rotondo Jr.PNC InvestmentsAmeritas Investment Corp.03-22-2019
Sulieman E NurideenPNC InvestmentsVALIC Financial Advisors, Inc.$103-18-2019
Chad Patrick BudyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$103-14-2019
Travis Jay LacellePNC InvestmentsFifth Third Securities, Inc.03-05-2019
Kyle Joseph SchaferPNC InvestmentsTD Ameritrade Investment Management, LLC$102-25-2019
Jonathan ValdezPNC InvestmentsJ.P. Morgan Securities LLC02-14-2019
Michael John StorchPNC InvestmentsSantander Securities LLC02-12-2019
Armando MartinezPNC InvestmentsLBMZ Securities, Inc.02-07-2019
Ashley Rena MyersPNC InvestmentsWells Fargo Clearing Services, LLC02-06-2019
Joshua D. GriffinPNC InvestmentsBBVA Securities Inc.$15002-05-2019
Michael Peter MartinPNC InvestmentsVALIC Financial Advisors, Inc.01-23-2019
Martha Lynn Grimshaw-KillianPNC InvestmentsPruco Securities, LLC.01-09-2019
Robert LanePNC InvestmentsCetera Investment Services LLC12-18-2018
John Joseph MoriartyPNC InvestmentsPruco Securities, LLC.$112-11-2018
Vincent Dennette RatliffPNC InvestmentsM&T Securities, Inc.$112-07-2018
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
David Alan HerbeckPNC InvestmentsSigma Financial Corporation12-03-2018
Joseph York HubbardPNC InvestmentsMML Investors Services, LLC11-29-2018
Kevin Michael FurrPNC InvestmentsFirst Citizens Investor Services, Inc.11-28-2018
Elias James MellulPNC InvestmentsLeumi Investment Services Inc.11-23-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Next Page »

Showing 1 to 25 of 1,620 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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