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
Utkarsha BanerjeePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2018
EDWIN JAMES PINIGIS IIIPNC InvestmentsDavenport & Company LLC08-17-2018
Christopher Scott JanusekPNC InvestmentsCetera Investment Services LLC08-15-2018
Gregory Allen HutchesonPNC InvestmentsScottrade, Inc.08-03-2018
Mark Coolidge BoyerPNC InvestmentsLincoln Financial Advisors Corporation02-26-2018
Osric Darone GrantPNC InvestmentsPersonal Capital Advisors Corporation$50008-29-2017
Lovel M. GilmorePNC InvestmentsEdward Jones06-12-2017
Daniel C AllenderPNC InvestmentsFifth Third Securities, Inc.01-27-2017
Brian Alan ChillinskyPNC InvestmentsFifth Third Securities, Inc.09-02-2016
Robinson MartinPNC InvestmentsCsfbdirect, Inc.04-06-2016
Jack WangPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15001-14-2016
Matthew Earl SherbondyPNC InvestmentsBB&T Investment Services, Inc.$10009-03-2015
Sharaff Ulann RathurPNC InvestmentsCarter, Terry & Company, Inc.03-24-2015
Christopher Joseph CrockPNC InvestmentsLPL Financial LLC02-19-2015
Stephen David MimbsPNC InvestmentsJ.P. Morgan Securities LLC$15001-09-2015
Priscilla Sueyun LeePNC InvestmentsFifth Third Securities, Inc.09-09-2014
Ruben TrujilloPNC InvestmentsBB&T Investment Services, Inc.06-06-2014
Thomas Nelson KiklyPNC InvestmentsSecurian Financial Services, Inc.01-27-2014
Richard Martin MoorePNC InvestmentsSignator Investors, Inc.01-06-2014
Jared Daniel OsbornePNC InvestmentsJ.P. Morgan Securities LLC12-20-2013
Anthony Eugene Adams Jr.PNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-17-2013
Darlene Harris-MurrayPNC InvestmentsKey Investment Services LLC03-25-2013
Olasumbo Modinat OmonaiyePNC InvestmentsSunTrust Investment Services, Inc.03-25-2013
Daniel Paul PaleyPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-21-2013
Juan Ernesto MorganPNC InvestmentsFifth Third Securities, Inc.$10002-14-2013
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Showing 1 to 25 of 31 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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