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
Natalie Fay MillerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2018
Linda Christine CollierPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2017
Timothy James KossPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$111-02-2015
Jeffrey Thomas DomenicoPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-08-2014
Kirk A. NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2014
Aaron Thomas LowePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2013
Eric Michael CookPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-07-2013
Scott A. LapointePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-07-2013
Michael David SnoeyinkPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-19-2013
Sharlee Nicole ZalewskiPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2013
Daniel D WludykaPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-05-2013
Corey Michael BurtonPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-22-2013
Scott M UlmerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2012
Jody W. MyersPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-26-2011
Leah Michele ArnoldPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2010

Showing 1 to 15 of 15 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.