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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott H KestenPNC InvestmentsJ.P. Morgan Securities LLC03-20-2020
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Angela ShawPNC InvestmentsJ.P. Morgan Securities LLC$15009-11-2019
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC08-27-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
Jonathan ValdezPNC InvestmentsJ.P. Morgan Securities LLC02-14-2019
Richard K. DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Kevin P. MurphyPNC InvestmentsJ.P. Morgan Securities LLC02-23-2018
Rashad SharifPNC InvestmentsJ.P. Morgan Securities LLC01-12-2018
Christopher James LepagePNC InvestmentsJ.P. Morgan Securities LLC11-28-2017
Matthew David MeecePNC InvestmentsJ.P. Morgan Securities LLC11-21-2017
Johanna Elizabeth VicunaPNC InvestmentsJ.P. Morgan Securities LLC10-20-2017
Andrew A. AshbyPNC InvestmentsJ.P. Morgan Securities LLC09-20-2017
Gary Russell Brown Jr.PNC InvestmentsJ.P. Morgan Securities LLC09-18-2017
Alan Alfonso BanuelosPNC InvestmentsJ.P. Morgan Securities LLC09-08-2017
Glenn Alan AldridgePNC InvestmentsJ.P. Morgan Securities LLC09-01-2017
Milan PetkovicPNC InvestmentsJ.P. Morgan Securities LLC08-09-2017
William R. CasalePNC InvestmentsJ.P. Morgan Securities LLC07-19-2017
Brent Devon GriffinPNC InvestmentsJ.P. Morgan Securities LLC05-31-2017
Walter Ludwik SzymakowskiPNC InvestmentsJ.P. Morgan Securities LLC05-26-2017
Mark Adam WakelandPNC InvestmentsJ.P. Morgan Securities LLC02-08-2017
Marc E. SlutskyPNC InvestmentsJ.P. Morgan Securities LLC01-09-2017
Phillip D. Cook Jr.PNC InvestmentsJ.P. Morgan Securities LLC01-05-2017
Keriann Marie KuehnePNC InvestmentsJ.P. Morgan Securities LLC12-12-2016
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Showing 1 to 25 of 113 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.