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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary ShepardThe Huntington Investment CompanyPNC Investments03-06-2020
Ryan M. GreenhillThe Huntington Investment CompanyPNC Investments01-08-2020
George Anthony FrancisThe Huntington Investment CompanyPNC Investments10-03-2019
Christina E. Elin-RogersThe Huntington Investment CompanyPNC Investments03-22-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Linda Susan WrobelThe Huntington Investment CompanyPNC Investments11-30-2018
Jill LevinsonThe Huntington Investment CompanyPNC Investments11-26-2018
Vincent Edward FranksThe Huntington Investment CompanyPNC Investments11-21-2018
Thomas Edward FinleyThe Huntington Investment CompanyPNC Investments09-27-2018
David A. BachaThe Huntington Investment CompanyPNC Investments08-15-2018
Stephen Kyle MalekThe Huntington Investment CompanyPNC Investments08-15-2018
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments08-01-2018
Jerelyn Lee PrasserThe Huntington Investment CompanyPNC Investments07-31-2018
Mark Steven MolsberryThe Huntington Investment CompanyPNC Investments06-12-2018
Paul William YerianThe Huntington Investment CompanyPNC Investments04-26-2018
John Kelly SchaeferThe Huntington Investment CompanyPNC Investments$10003-05-2018
Jorge Ivan RiveraThe Huntington Investment CompanyPNC Investments12-15-2017
Dane Patrick RobinsonThe Huntington Investment CompanyPNC Investments11-28-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Lynne RolfeThe Huntington Investment CompanyPNC Investments10-23-2017
Eric William StrockThe Huntington Investment CompanyPNC Investments$1009-13-2017
Donald Steven ConradThe Huntington Investment CompanyPNC Investments09-11-2017
Dallas Clayton RobinsonThe Huntington Investment CompanyPNC Investments08-09-2017
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.