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
Scott H KestenPNC InvestmentsJ.P. Morgan Securities LLC03-20-2020
Kevin P. MurphyPNC InvestmentsJ.P. Morgan Securities LLC02-23-2018
Alan Alfonso BanuelosPNC InvestmentsJ.P. Morgan Securities LLC09-08-2017
Glenn Alan AldridgePNC InvestmentsJ.P. Morgan Securities LLC09-01-2017
Brent Devon GriffinPNC InvestmentsJ.P. Morgan Securities LLC05-31-2017
Walter Ludwik SzymakowskiPNC InvestmentsJ.P. Morgan Securities LLC05-26-2017
Keriann Marie KuehnePNC InvestmentsJ.P. Morgan Securities LLC12-12-2016
Robert M. LesnyPNC InvestmentsJ.P. Morgan Securities LLC11-01-2016
Aaron R. AndersonPNC InvestmentsJ.P. Morgan Securities LLC09-14-2016
Jared Matthew GunnPNC InvestmentsJ.P. Morgan Securities LLC04-29-2016
Kenneth W. Wyatt IIIPNC InvestmentsJ.P. Morgan Securities LLC04-15-2016
Nelson Alberto Cruz Jr.PNC InvestmentsJ.P. Morgan Securities LLC11-11-2015
Michael Howard LalonePNC InvestmentsJ.P. Morgan Securities LLC03-30-2015
Marek RutkowskiPNC InvestmentsJ.P. Morgan Securities LLC03-11-2015
Stuart Alan VogtPNC InvestmentsJ.P. Morgan Securities LLC09-24-2014
James H. OetkingPNC InvestmentsJ.P. Morgan Securities LLC07-24-2013
James Fusaichi KinoshitaPNC InvestmentsJ.P. Morgan Securities LLC$2506-18-2013
Jayson R. PociusPNC InvestmentsJ.P. Morgan Securities LLC06-11-2013
Thomas Edward ErffmeyerPNC InvestmentsJ.P. Morgan Securities LLC01-12-2012

Showing 1 to 19 of 19 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.