Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas James BellPNC InvestmentsAbel Noser, LLC.10-20-2017
Frank A BottiniPNC InvestmentsAegis Capital Corp.$2509-08-2017
Gregory Scott WarrenPNC InvestmentsAlight Financial Solutions, LLC07-22-2019
Harold Franklin CrawfordPNC InvestmentsAlight Financial Solutions, LLC02-18-2014
Thomas Scott TurnbullPNC InvestmentsAllegheny Investments, Ltd.01-10-2018
Patrick Charles ObrienPNC InvestmentsAllianceBernstein L.P.03-13-2013
Jay J. Peitsch IIPNC InvestmentsAllied Beacon Partners, Inc.09-09-2013
Melissa L. MarsicoPNC InvestmentsAllstate Financial Services, LLC02-28-2018
Mark V KeithPNC InvestmentsAllstate Financial Services, LLC09-14-2016
David Scott GoldmanPNC InvestmentsAllstate Financial Services, LLC$2506-22-2015
Jonathan E. SchnellPNC InvestmentsAllstate Financial Services, LLC$1009-15-2014
Thomas Goodwin RoedigerPNC InvestmentsAllstate Financial Services, LLC$1008-28-2014
Robert Edward RobinsonPNC InvestmentsAllstate Financial Services, LLC08-01-2014
Gregory Andrew BartaszewiczPNC InvestmentsAllstate Financial Services, LLC11-18-2013
Eric James PalomoPNC InvestmentsAllstate Financial Services, LLC09-18-2013
Ryan C. ColePNC InvestmentsAllstate Financial Services, LLC01-10-2011
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC01-14-2010
David William HouckPNC InvestmentsAmerican Independent Securities Group, LLC02-04-2015
Joseph Michael RomasPNC InvestmentsAmeriprise Financial Services, LLC$15011-01-2019
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC11-05-2018
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, LLC12-15-2017
Scott David McKinniePNC InvestmentsAmeriprise Financial Services, LLC10-12-2016
Ryan C. HoffPNC InvestmentsAmeriprise Financial Services, LLC10-11-2016
Steven Eugene SiegfriedPNC InvestmentsAmeriprise Financial Services, LLC08-11-2016
Greg F. RosenbergerPNC InvestmentsAmeriprise Financial Services, LLC06-09-2016
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Showing 1 to 25 of 1,794 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.