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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marion Jay TuckerEquitable Advisors, LLCFifth Third Securities, Inc.$2508-17-2020
Marion Jay TuckerEquitable Advisors, LLCFifth Third Securities, Inc.$2508-17-2020
Ashley Corbin DentMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.12-06-2019
Michael Louis KoltzINVEST Financial CorporationFifth Third Securities, Inc.$1008-28-2017
Joshua Bruce WalzerE*TRADE Securities LLCFifth Third Securities, Inc.02-01-2017
Daniel C AllenderPNC InvestmentsFifth Third Securities, Inc.01-27-2017
Brian Alan ChillinskyPNC InvestmentsFifth Third Securities, Inc.09-02-2016
Nicole M. RuddMorgan StanleyFifth Third Securities, Inc.$5001-06-2016
Joshua Timothy CochranCochran Wealth LLCFifth Third Securities, Inc.07-27-2015
Sylvester Earl WilliamsAdvisor Financial Services, LLPFifth Third Securities, Inc.04-27-2015
Jennifer Marie BellMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.02-26-2015
Priscilla Sueyun LeePNC InvestmentsFifth Third Securities, Inc.09-09-2014
Joshua Lee LintonSunTrust Investment Services, Inc.Fifth Third Securities, Inc.10-15-2013
Ronald Eugene MooreJ.P. Turner & Company, L.L.C.Fifth Third Securities, Inc.$10005-23-2013
Juan Ernesto MorganPNC InvestmentsFifth Third Securities, Inc.$1002-14-2013
Todd Elliott SmithSunTrust Investment Services, Inc.Fifth Third Securities, Inc.11-03-2010
Daryl Anthony ArnettIfs SecuritiesFifth Third Securities, Inc.09-10-2010
Brandon T. HattonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.08-04-2009

Showing 1 to 18 of 18 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.