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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas James BellPNC InvestmentsAbel Noser, LLC.10-20-2017
Gregory Scott WarrenPNC InvestmentsAlight Financial Solutions, LLC07-22-2019
Melissa L MarsicoPNC InvestmentsAllstate Financial Services, LLC$5002-28-2018
Eric James PalomoPNC InvestmentsAllstate Financial Services, LLC09-18-2013
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC01-14-2010
Joseph Michael RomasPNC InvestmentsAmeriprise Financial Services, LLC$15011-01-2019
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC$15011-05-2018
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, LLC$5012-15-2017
Ryan C HoffPNC InvestmentsAmeriprise Financial Services, LLC10-11-2016
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, LLC$15011-17-2014
William Bartholomew Von HoenePNC InvestmentsAmeriprise Financial Services, LLC01-16-2014
William O Sterling IIIPNC InvestmentsAmeriprise Financial Services, LLC$2501-27-2010
Philip Joseph SaccoPNC InvestmentsAmeriprise Financial Services, LLC12-16-2009
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, LLC$15008-03-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, LLC$15007-27-2009
Ronald Michael Rotondo JrPNC InvestmentsAmeritas Investment Company, LLC03-22-2019
Christopher Paul BlackPNC InvestmentsAmeritas Investment Company, LLC03-28-2011
Ryan J WendlerPNC InvestmentsBB&T Investment Services, Inc.$15003-09-2015
Barry Vernon Blalock IIPNC InvestmentsBB&T Investment Services, Inc.$15011-22-2013
Joshua D GriffinPNC InvestmentsBBVA Wealth Solutions Inc.$15002-05-2019
Daphne L CarterPNC InvestmentsBenjamin F. Edwards & Company, Inc.09-10-2020
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Mazen Elias ZanayedPNC InvestmentsBMO Harris Financial Advisors, Inc.05-19-2014
Bryan Douglas BougherPNC InvestmentsBNY Mellon Securities Corporation05-16-2014
Brian Donald MerktPNC InvestmentsBNY Mellon Securities Corporation09-24-2012
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Showing 1 to 25 of 390 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.