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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bruce Thomas FerrisPNC InvestmentsThrivent Investment Management Inc.08-22-2011
Cary Scott DavisPNC InvestmentsThrivent Investment Management Inc.02-27-2015
Cathy Lynn BransonPNC InvestmentsThrivent Investment Management Inc.06-10-2013
Christopher Mark BrownPNC InvestmentsThrivent Investment Management Inc.10-06-2015
Cynthia Lynn SteinbergerPNC InvestmentsThrivent Investment Management Inc.08-29-2016
Douglas William DoudPNC InvestmentsThrivent Investment Management Inc.$15004-08-2013
Erik George SchmidtPNC InvestmentsThrivent Investment Management Inc.03-12-2014
Gregory Lyn SullivanPNC InvestmentsThrivent Investment Management Inc.07-19-2013
Jeffrey Thomas PunchesPNC InvestmentsThrivent Investment Management Inc.09-12-2016
Karen Lynn WolffisPNC InvestmentsThrivent Investment Management Inc.10-21-2013
Kurt William ZippPNC InvestmentsThrivent Investment Management Inc.07-08-2014
Mark Steven MolsberryPNC InvestmentsThrivent Investment Management Inc.02-08-2017
Marshall Kenneth SteinmannPNC InvestmentsThrivent Investment Management Inc.07-12-2016
Merle Leslie SchermerPNC InvestmentsThrivent Investment Management Inc.06-03-2011
Mitchel Maldonado LopezPNC InvestmentsThrivent Investment Management Inc.09-18-2018
Randall Stuart KurtzPNC InvestmentsThrivent Investment Management Inc.$10012-05-2016
Ryan Carl MunsonPNC InvestmentsThrivent Investment Management Inc.11-29-2016
Ryan Fitzgerald BrandonPNC InvestmentsThrivent Investment Management Inc.01-25-2013
Samantha Eva VitalePNC InvestmentsThrivent Investment Management Inc.10-19-2012
William H KolathPNC InvestmentsThrivent Investment Management Inc.11-01-2012

Showing 1 to 20 of 20 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.