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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jay Julius Peitsch IIPNC InvestmentsAllied Beacon Partners, Inc.09-09-2013
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, Inc.$50012-15-2017
Scott David MckinniePNC InvestmentsAmeriprise Financial Services, Inc.10-12-2016
Ryan C. HoffPNC InvestmentsAmeriprise Financial Services, Inc.$10010-11-2016
Steven Eugene SiegfriedPNC InvestmentsAmeriprise Financial Services, Inc.08-11-2016
Kathleen Marie SnyderPNC InvestmentsAmeriprise Financial Services, Inc.$10007-19-2013
Phillip J. McLellanPNC InvestmentsAXA Advisors, LLC$10003-11-2016
Shane Damian WinkelmannPNC InvestmentsAXA Advisors, LLC$15001-29-2014
Thomas Scott PresseyPNC InvestmentsCambridge Investment Research, Inc.09-01-2011
Maher D SamhatPNC InvestmentsChase Investment Services Corp.09-12-2012
Jo Ann McgowanPNC InvestmentsChase Investment Services Corp.08-09-2012
Daniel P AtwoodPNC InvestmentsChase Investment Services Corp.01-10-2011
Christena J HamadyPNC InvestmentsChase Investment Services Corp.12-20-2010
Kyle VolkerPNC InvestmentsChase Investment Services Corp.09-09-2010
Amy Jo Townsend-VanderpoolPNC InvestmentsChase Investment Services Corp.08-12-2010
Dace Andrew DekruifPNC InvestmentsChase Investment Services Corp.06-03-2010
Nicholas Robert SarnackiPNC InvestmentsCIG Asset Management, Inc.04-02-2013
William Daniel LeahyPNC InvestmentsCIG Securities$10005-17-2012
Dace Andrew DekruifPNC InvestmentsCitizens Securities, Inc.12-18-2014
Dewey Irwin Doyle IVPNC InvestmentsCUSO Financial Services, L.P.$10008-21-2013
Gregory Michael AdamczykPNC InvestmentsDalton Strategic Investment Services Inc.08-01-2014
George Angelo ThibaultPNC InvestmentsE*TRADE Securities LLC09-03-2019
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Mark William Scofield IIPNC InvestmentsEdward Jones10-21-2016
Michael David PominvillePNC InvestmentsEdward Jones09-14-2016
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Showing 1 to 25 of 123 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.