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
Gregory Robert BisserU.S. Bancorp Investments, Inc.PNC Investments$5003-31-2010
Mark Andrew PaskowskiU.S. Bancorp Investments, Inc.PNC Investments04-12-2010
Justin A. BrockU.S. Bancorp Investments, Inc.PNC Investments$2507-05-2010
Philip Matthew MercioU.S. Bancorp Investments, Inc.PNC Investments$5009-07-2010
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments08-31-2012
Philip Darryl EtlingU.S. Bancorp Investments, Inc.PNC Investments05-30-2013
Philip E. YockeyU.S. Bancorp Investments, Inc.PNC Investments09-20-2013
Gus James MarzavasU.S. Bancorp Investments, Inc.PNC Investments$5001-06-2014
Joseph Dominic LombardoU.S. Bancorp Investments, Inc.PNC Investments04-22-2014
Dustin Craig UngerU.S. Bancorp Investments, Inc.PNC Investments$10007-08-2015
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
Timothy A AlfordU.S. Bancorp Investments, Inc.PNC Investments07-29-2016
Jerod A. TiltonU.S. Bancorp Investments, Inc.PNC Investments09-30-2016
Theresa A. PodgorskiU.S. Bancorp Investments, Inc.PNC Investments09-30-2016
Adam Peter MessmerU.S. Bancorp Investments, Inc.PNC Investments10-20-2016
Ben L Lane Ellerbe Jr.U.S. Bancorp Investments, Inc.PNC Investments12-20-2017
Sarah B. Snowden GibbonsU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Stefanie Ann ScarpU.S. Bancorp Investments, Inc.PNC Investments05-01-2018
Marc Clarence ZarzyckiU.S. Bancorp Investments, Inc.PNC Investments05-02-2018
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
Sean Patrick CurtisU.S. Bancorp Investments, Inc.PNC Investments05-30-2018
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019

Showing 1 to 25 of 25 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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