Advisers on the Move

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
Patrick Thomas HeebPNC InvestmentsPacific Select Distributors, LLC01-15-2020
Angela ShawPNC InvestmentsJ.P. Morgan Securities LLC$15009-11-2019
David J. NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Marc Peter EisenPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2019
Edmond DimashiPNC InvestmentsPNC Investments12-04-2018
Jason Edward ChurchPNC InvestmentsSantander Securities LLC10-29-2018
William A CowanPNC InvestmentsHighTower Securities, LLC$15005-17-2018
Alfred B Farrell Jr.PNC InvestmentsSantander Securities LLC$2505-08-2018
Paul KuleskaPNC InvestmentsCapital One Investing, LLC05-07-2018
Laurien MoorePNC InvestmentsSantander Securities LLC03-16-2018
Paul WesolowskiPNC InvestmentsPruco Securities, LLC.01-23-2018
Matthew James ArmstrongPNC InvestmentsWells Fargo Clearing Services, LLC01-19-2018
Alp Yusuf AkturkPNC InvestmentsWells Fargo Clearing Services, LLC$5001-17-2018
Rashad SharifPNC InvestmentsJ.P. Morgan Securities LLC01-12-2018
James Francis KrusePNC InvestmentsPruco Securities, LLC.12-20-2017
Bruno PereiraPNC InvestmentsScottrade, Inc.12-19-2017
Johanna Elizabeth VicunaPNC InvestmentsJ.P. Morgan Securities LLC10-20-2017
Pavan V. WunnavaPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2017
Jacqueline Ann GarrisPNC InvestmentsWells Fargo Clearing Services, LLC10-06-2017
Craig L. AndresPNC InvestmentsPNC Investments09-13-2017
Frank A BottiniPNC InvestmentsAegis Capital Corp.$2509-08-2017
Erin BoycePNC InvestmentsM&T Securities, Inc.08-09-2017
Thomas RachelskiPNC InvestmentsFidelity Brokerage Services LLC06-30-2017
Christopher M. ObrienPNC InvestmentsWells Fargo Clearing Services, LLC04-21-2017
Francesco FedericoPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$1003-01-2017
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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.