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
Frederick Arvey SavelPNC InvestmentsWells Fargo Clearing Services, LLC04-12-2019
Cheryl Baxter FrazierPNC InvestmentsNorthwestern Mutual Investment Services, LLC03-14-2019
Heath Michael CatoPNC InvestmentsScottrade, Inc.05-25-2018
Lillie Ann PowellPNC InvestmentsMML Investors Services, LLC$2,00002-08-2018
Philip WaltherPNC InvestmentsMML Investors Services, LLC03-07-2017
Dimitar Nikolaev MushkovPNC InvestmentsLPL Financial LLC09-13-2016
Anthony NydeggerPNC InvestmentsLPL Financial LLC05-09-2016
Jake Ray AldermanPNC InvestmentsWells Fargo Clearing Services, LLC04-18-2016
Kenneth Neal GerlachPNC InvestmentsWells Fargo Advisors Financial Network, LLC03-02-2016
Brienne Lynnette JohnsonPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated12-23-2015
Stephen C. DolanPNC InvestmentsEdward Jones06-23-2015
Jon-Paul Adam BrownPNC InvestmentsWells Fargo Clearing Services, LLC01-21-2015
Katherine Leigh JochumPNC InvestmentsWells Fargo Clearing Services, LLC09-25-2014
Kim Renae SchardanPNC InvestmentsWells Fargo Clearing Services, LLC$5005-19-2014
Lamar Dieter RahdenPNC InvestmentsU.S. Bancorp Investments, Inc.05-19-2014
Joseph Richard SutterPNC InvestmentsEdward Jones04-17-2014
Tim James BrennanPNC InvestmentsU.S. Bancorp Investments, Inc.$15004-03-2014
Brian A. PowellPNC InvestmentsU.S. Bancorp Investments, Inc.$2503-18-2014
Jeremy Perry BlainePNC InvestmentsNorthwestern Mutual Investment Services, LLC$5001-20-2014
Ben L Lane Ellerbe Jr.PNC InvestmentsLPL Financial LLC10-04-2013
Jerry Lynn DunivanPNC InvestmentsU.S. Bancorp Investments, Inc.01-10-2013
Ryan Adam OsbornPNC InvestmentsEdward Jones01-10-2013
William Henry Carr IIIPNC InvestmentsU.S. Bancorp Investments, Inc.08-20-2012
Justin M. HitzfeldtPNC InvestmentsEdward Jones07-03-2012
James William WettonPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2012
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Showing 1 to 25 of 30 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.