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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Russell Anthony KucheraPNC InvestmentsRaymond James Financial Services, Inc.$10002-01-2009
Gina Louise VaughnPNC InvestmentsCUNA Brokerage Services, Inc.09-14-2009
Michelle Lynn TracyPNC InvestmentsMorgan Stanley$15011-08-2010
William Maxwell WolfePNC InvestmentsAXA Advisors, LLC$10011-22-2010
Keith Michael Al-ChokhachyPNC InvestmentsMorgan Stanley$10009-29-2011
Justin Edwin WeiblePNC InvestmentsEdward Jones$50009-29-2011
Marco Antonio AcevedoPNC InvestmentsMorgan Stanley$10012-08-2011
David Vincent VariPNC InvestmentsEdward Jones02-15-2012
Lorraine Frances HarrodPNC InvestmentsChase Investment Services Corp.02-27-2012
Richard Allan ThompsonPNC InvestmentsScottrade, Inc.07-26-2012
Steven Vincent StallonePNC InvestmentsMorgan Stanley$10001-31-2013
Randall GlickPNC InvestmentsHornor, Townsend & Kent, LLC$50003-10-2014
Jamin Daniel WilliamsPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2014
Gregory Lemont JeffriesPNC InvestmentsINVEST Financial Corporation$49005-19-2014
Richard Francis KlimptPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-11-2014
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, Inc.$50011-17-2014
Allen Scott Ward Jr.PNC InvestmentsSantander Securities LLC$10001-23-2015
Matthew Taylor LawsPNC InvestmentsMorgan Stanley04-17-2015
William Joel BurkhartPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-11-2015
Tiffany Onica HooperPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-06-2015
Mark A. FreedPNC InvestmentsInvestment Centers of America, Inc.$25001-13-2016
Herman J FehrlePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2016
Marshall Kenneth SteinmannPNC InvestmentsThrivent Investment Management Inc.07-12-2016
Thomas James BellPNC InvestmentsAbel Noser, LLC.10-20-2017
William Edward TownsendPNC InvestmentsVoya Financial Advisors, Inc.12-22-2017

Showing 1 to 25 of 25 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.


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