Advisers on the Move TEST

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
Eric Martin GeigerFifth Third Securities, Inc.SunTrust Investment Services, Inc.04-07-2020
Ryan McLainFifth Third Securities, Inc.AXA Advisors, LLC11-22-2019
Dale E. DarrFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC11-18-2019
Kenneth Robert ConidarisFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC07-18-2019
William Bennett FinocchioFifth Third Securities, Inc.J.P. Morgan Securities LLC$2506-05-2019
Adam Blake BanksFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC05-31-2019
Jeanne Marie GrillFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC$1002-08-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Mohammed SaidiFifth Third Securities, Inc.OneAmerica Securities, Inc.10-09-2018
April Vincent SmithFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC07-12-2018
Wendell Lee BunchFifth Third Securities, Inc.CUNA Brokerage Services, Inc.06-21-2018
Stephanie Leigh RussellFifth Third Securities, Inc.Key Investment Services LLC06-12-2018
Ahmet KildisFifth Third Securities, Inc.SunTrust Advisory Services, Inc.$5005-04-2018
Tammy Ann BetzFifth Third Securities, Inc.SunTrust Investment Services, Inc.01-24-2018
Jeffrey Thomas WilliamsFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC$10011-13-2017
Jennifer Lynn DesmondFifth Third Securities, Inc.Cetera Investment Services LLC10-17-2017
Brian William BairdFifth Third Securities, Inc.First Horizon Advisors, Inc.06-22-2017
Timothy Otto SewardFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-27-2017
Angela Sue WentzFifth Third Securities, Inc.Sequoia Financial Group, L.L.C.04-13-2017
Tracy Ann TimmermanFifth Third Securities, Inc.MWA Financial Services Inc.04-04-2017
Marcus Abe PennerFifth Third Securities, Inc.Waddell & Reed03-20-2017
Lauri Kim HoweFifth Third Securities, Inc.Edward Jones02-22-2017
Timothy Victor BassoFifth Third Securities, Inc.J.P. Morgan Securities LLC10-18-2016
Theresa Marie SchmittFifth Third Securities, Inc.Edward Jones07-28-2016
Michael John MeyerFifth Third Securities, Inc.Citizens Securities, Inc.06-30-2016
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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.