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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael James KennedyPNC InvestmentsCitizens Securities, Inc.01-05-2009
Richard James CalabroPNC InvestmentsPrudential Investment Management Services LLC$10004-09-2009
Stephen S KrajnakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2009
Tanya Marie BrownPNC InvestmentsUBS Financial Services Inc.06-22-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, Inc.07-27-2009
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, Inc.08-03-2009
David Michael WardPNC InvestmentsTD Wealth Management Services Inc.08-10-2009
William Christopher JonesPNC InvestmentsAmeriprise Financial Services, Inc.11-04-2009
Dennis Allen RiesleyPNC InvestmentsNatcity Investments, Inc.11-13-2009
Keith Eric MeyerPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Edward CaspPNC InvestmentsNatcity Investments, Inc.11-13-2009
Charles Gregory GavitPNC InvestmentsNatcity Investments, Inc.11-13-2009
Deborah K. BlancPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Val HerezaPNC InvestmentsNatcity Investments, Inc.11-13-2009
William James LanavaPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Thomas CooperPNC InvestmentsNatcity Investments, Inc.11-13-2009
Darrin Vincent MesickPNC InvestmentsNatcity Investments, Inc.11-13-2009
Walter Marcel TaylorPNC InvestmentsNatcity Investments, Inc.11-13-2009
David Anthony IonnoPNC InvestmentsNatcity Investments, Inc.11-13-2009
Renee Ray RobinsonPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Robert RokitaPNC InvestmentsNatcity Investments, Inc.11-13-2009
Daphne Michelle WarnerPNC InvestmentsNatcity Investments, Inc.11-13-2009
Christopher Kyle PetersPNC InvestmentsNatcity Investments, Inc.11-13-2009
Russell Raymond SypenPNC InvestmentsNatcity Investments, Inc.11-13-2009
Patricia Louise PotterPNC InvestmentsNatcity Investments, Inc.11-13-2009
Next Page »

Showing 1 to 25 of 419 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.