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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

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Recruiting Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cynthia Brawner NagelPNC InvestmentsUvest Financial Services Group, Inc.04-13-2012
David Paul LeppertPNC InvestmentsSynergy Investment Group, LLC04-23-2012
Ronald Charles KeeverPNC InvestmentsSunTrust Investment Services, Inc.06-15-2012
David Lee MaynardPNC InvestmentsMML Investors Services, LLC06-18-2012
Pamela Ledwell SowardsPNC InvestmentsState Farm VP Management Corp.06-29-2012
Angela Ruth Johnson-MoorePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$2507-02-2012
Robert Lee KnightPNC InvestmentsFirst Citizens Investor Services, Inc.$1008-29-2012
Matthew Paul BelcherPNC InvestmentsSecurities America, Inc.09-24-2012
Wendel Eugene GriffisPNC InvestmentsSunTrust Investment Services, Inc.09-26-2012
Jared Edward NewmanPNC InvestmentsFirst Citizens Investor Services, Inc.10-01-2012
Cheryl Hester GuyPNC InvestmentsBB&T Investment Services, Inc.11-02-2012
Hoss EsmaeiliPNC InvestmentsEdward Jones11-02-2012
Tracy Earl DeanPNC InvestmentsRaymond James Financial Services Advisors, Inc$1011-23-2012
David Lance OwenPNC InvestmentsEdward Jones11-28-2012
James Marlen GregoryPNC InvestmentsCUSO Financial Services, L.P.11-29-2012
John Jasper Becton Jr.PNC InvestmentsSunTrust Investment Services, Inc.12-03-2012
Bryant Duan KennedyPNC InvestmentsEdward Jones12-04-2012
Carlo J. GonzalesPNC InvestmentsWells Fargo Clearing Services, LLC02-11-2013
David A. BratcherPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2013
Thomas Lester ClymerPNC InvestmentsWells Fargo Clearing Services, LLC03-20-2013
Paul Andrew LanganPNC InvestmentsSunTrust Investment Services, Inc.04-05-2013
Missie Maree ThompsonPNC InvestmentsJBS Liberty Securities, Inc.04-15-2013
David H. MarshallPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2013
April Phillips HuffinesPNC InvestmentsSunTrust Investment Services, Inc.06-03-2013
Gregory Frank GianfortonePNC InvestmentsPrincipal Securities, Inc.06-20-2013
Next Page »

Showing 1 to 25 of 137 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.