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
Nicholas J. HessePNC InvestmentsKey Investment Services LLC12-06-2018
Jerelyn Lee PrasserPNC InvestmentsKey Investment Services LLC08-03-2017
Ryan Peter BaileyPNC InvestmentsKey Investment Services LLC01-12-2017
Lena A DabbasPNC InvestmentsKey Investment Services LLC10-12-2016
Pam Ann ZajovitsPNC InvestmentsKey Investment Services LLC10-05-2016
Matthew A NutterPNC InvestmentsKey Investment Services LLC05-13-2016
Sean Patrick CurtisPNC InvestmentsKey Investment Services LLC03-25-2014
Hank Burdel KnowltonPNC InvestmentsKey Investment Services LLC01-21-2014
John R Hemric Jr.PNC InvestmentsKey Investment Services LLC10-07-2013
Thomas Joseph Welsh Jr.PNC InvestmentsKey Investment Services LLC08-29-2013
Edward Thomas ReiserPNC InvestmentsKey Investment Services LLC$50004-08-2013
Stephanie Nicole EvansPNC InvestmentsKey Investment Services LLC04-08-2013
Larry Todd WeberPNC InvestmentsKey Investment Services LLC$10004-03-2013
Talie Lynn DuplainPNC InvestmentsKey Investment Services LLC$10002-11-2013
Shannon Renae DavisPNC InvestmentsKey Investment Services LLC11-14-2012
Brian Louis ProsePNC InvestmentsKey Investment Services LLC08-31-2012
Linda Diana MelvinPNC InvestmentsKey Investment Services LLC07-06-2012
Rebecca D. SarnoPNC InvestmentsKey Investment Services LLC06-08-2012
Timothy George WrightPNC InvestmentsKey Investment Services LLC07-25-2011
Michael J GradyPNC InvestmentsKey Investment Services LLC07-19-2011
Donna Rae SchuettePNC InvestmentsKey Investment Services LLC06-06-2011
David Curren FletcherPNC InvestmentsKey Investment Services LLC04-26-2011
Daniel John StifflerPNC InvestmentsKey Investment Services LLC10-04-2010
Carey T ColemanPNC InvestmentsKey Investment Services LLC09-27-2010

Showing 1 to 24 of 24 entries

Page 1

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.