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.

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

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael James KennedyPNC InvestmentsCitizens Securities, Inc.01-05-2009
Stephen S KrajnakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, Inc.07-27-2009
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, Inc.08-03-2009
David Michael WardPNC InvestmentsTD Wealth Management Services Inc.08-10-2009
Darrin Vincent MesickPNC InvestmentsNatcity Investments, Inc.11-13-2009
Lawrence Aaron FederPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Tedford Bachman IIIPNC InvestmentsNatcity Investments, Inc.11-13-2009
John F LusiPNC InvestmentsNatcity Investments, Inc.11-13-2009
Zachary Robert ZanolliPNC InvestmentsNatcity Investments, Inc.11-13-2009
Christie Ann McDonoughPNC InvestmentsNatcity Investments, Inc.11-13-2009
Daniel Joseph RoccoPNC InvestmentsNatcity Investments, Inc.11-13-2009
Matthew Wayne FontanaPNC InvestmentsNatcity Investments, Inc.11-13-2009
Jesse B TattersonPNC InvestmentsNatcity Investments, Inc.11-13-2009
Adam Scott FrederickPNC InvestmentsNatcity Investments, Inc.11-13-2009
George Anthony FrancisPNC InvestmentsNatcity Investments, Inc.11-13-2009
Joshua H MitchellPNC InvestmentsNatcity Investments, Inc.11-13-2009
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009
Paula BrownPNC InvestmentsM&T Securities, Inc.01-06-2010
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC01-14-2010
Jason Edward KobilkaPNC InvestmentsCitizens Securities, Inc.02-25-2010
John Peter SellaniPNC InvestmentsPruco Securities, LLC.03-02-2010
Eric Paul RoesslerPNC InvestmentsLPL Financial LLC$5004-05-2010
Anthony F. QuinlanPNC InvestmentsVALIC Financial Advisors, Inc.07-14-2010
Joseph Paul DinicolaPNC InvestmentsChase Investment Services Corp.07-26-2010
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Showing 1 to 25 of 81 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.

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