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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas James BellPNC InvestmentsAbel Noser, LLC.10-20-2017
Philip Joseph SaccoPNC InvestmentsAmeriprise Financial Services, LLC12-16-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, LLC$15007-27-2009
Luke H HoffPNC InvestmentsCetera Investment Services LLC01-27-2015
Russell Ose Adade RobinsonPNC InvestmentsChase Investment Services Corp.05-02-2011
Daniel Jay CewePNC InvestmentsCitizens Securities, Inc.10-30-2015
Michael OrmondPNC InvestmentsEquitable Advisors, LLC$15003-17-2015
William A CowanPNC InvestmentsHighTower Securities, LLC$15005-17-2018
Dennis B LaceyPNC InvestmentsHSBC Securities (USA) Inc.$15007-23-2014
Angela ShawPNC InvestmentsJ.P. Morgan Securities LLC$15009-11-2019
Andreas HessPNC InvestmentsLPL Financial LLC$2511-09-2011
Anthony Charles Jones JrPNC InvestmentsM&T Securities, Inc.05-07-2014
David J NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Marc Peter EisenPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2019
Pavan V WunnavaPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2017
Kyle Robert WiltPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2013
Richard James CalabroPNC InvestmentsPGIM Investments LLC$10004-09-2009
John Peter SellaniPNC InvestmentsPruco Securities, LLC.$5003-02-2010
Nikki CibelliPNC InvestmentsRaymond James Financial Services, Inc.$15002-11-2013
Joseph Daniel BurnsPNC InvestmentsResource Securities LLC02-11-2015
Jason Edward ChurchPNC InvestmentsSantander Securities LLC10-29-2018
Alfred B Farrell JrPNC InvestmentsSantander Securities LLC05-08-2018
Kevin CottrellPNC InvestmentsSantander Securities LLC02-19-2013
Aleksander WinterPNC InvestmentsT3 Trading Group, LLC04-27-2016
Joseph Carl FiumaraPNC InvestmentsTafferer Trading, LLC$15001-21-2010
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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.