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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan ValdezPNC InvestmentsJ.P. Morgan Securities LLC02-14-2019
Martha Lynn Grimshaw-KillianPNC InvestmentsPruco Securities, LLC.01-09-2019
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
ANTHONY J ROMEPNC InvestmentsHarwood Advisory Group, LLC08-27-2018
Charles Shahoud Hanna IIIPNC InvestmentsSunTrust Investment Services, Inc.07-13-2018
Krist Lee HammargrenPNC InvestmentsCetera Investment Services LLC04-03-2018
Melissa Anne MarsicoPNC InvestmentsAllstate Financial Services, LLC$5002-28-2018
Idaliz Diaz GodineauxPNC InvestmentsFidelity Brokerage Services LLC02-26-2018
Jacqueline Anne LatonaPNC InvestmentsWells Fargo Clearing Services, LLC02-13-2018
Joanne CalsettaPNC InvestmentsPFS Investments Inc.01-05-2018
Laura Ashley CohenPNC InvestmentsCOHEN INVESTMENTS & CONSULTING CORPORATION11-16-2017
Christopher M. KaufenbergPNC InvestmentsWells Fargo Clearing Services, LLC09-29-2017
Justin Ray HissongPNC InvestmentsBB&T Investment Services, Inc.07-26-2017
James D KingPNC InvestmentsCetera Investment Advisers LLC07-05-2017
David Ryan DeweesePNC InvestmentsSunTrust Investment Services, Inc.05-10-2017
Justin Barry NeighbourPNC InvestmentsBB&T Investment Services, Inc.05-09-2017
Luisa GonzalezPNC InvestmentsSunTrust Advisory Services, Inc.03-31-2017
Brian Joseph FuchsPNC InvestmentsWells Fargo Clearing Services, LLC03-07-2017
Juan Pablo MontoyaPNC InvestmentsWells Fargo Advisors Financial Network, LLC02-24-2017
Anna Michelle RobertsPNC InvestmentsU.S. Bancorp Investments, Inc.02-10-2017
Daniel StewartPNC InvestmentsPruco Securities, LLC.01-03-2017
John Bryson SalterPNC InvestmentsWells Fargo Clearing Services, LLC11-23-2016
Jason Ryan VaughnPNC InvestmentsWells Fargo Clearing Services, LLC11-04-2016
Bradley Paul SchwartzPNC InvestmentsCetera Investment Services LLC10-26-2016
Matthew Richard EganPNC InvestmentsWells Fargo Clearing Services, LLC09-21-2016
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Showing 1 to 25 of 139 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.

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