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
Utkarsha BanerjeePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2018
Edwin James Pinigis IIIPNC InvestmentsDavenport & Company LLC08-17-2018
Christopher Scott JanusekPNC InvestmentsCetera Investment Services LLC08-15-2018
Gregory Allen HutchesonPNC InvestmentsScottrade, Inc.08-03-2018
Mark Coolidge BoyerPNC InvestmentsLincoln Financial Advisors Corporation02-26-2018
Osric Darone GrantPNC InvestmentsPersonal Capital Advisors Corporation08-29-2017
Lovel M. GilmorePNC InvestmentsEdward Jones06-12-2017
Daniel C AllenderPNC InvestmentsFifth Third Securities, Inc.01-27-2017
Brian Alan ChillinskyPNC InvestmentsFifth Third Securities, Inc.09-02-2016
Robinson MartinPNC InvestmentsCsfbdirect, Inc.04-06-2016
Jack WangPNC InvestmentsWells Fargo Clearing Services, LLC01-14-2016
Matthew Earl SherbondyPNC InvestmentsBB&T Investment Services, Inc.09-03-2015
Sharaff Ulann RathurPNC InvestmentsCarter, Terry & Company, Inc.03-24-2015
Christopher Joseph CrockPNC InvestmentsLPL Financial LLC02-19-2015
Stephen David MimbsPNC InvestmentsJ.P. Morgan Securities LLC$15001-09-2015
Priscilla Sueyun LeePNC InvestmentsFifth Third Securities, Inc.09-09-2014
Ruben TrujilloPNC InvestmentsBB&T Investment Services, Inc.06-06-2014
Thomas Nelson KiklyPNC InvestmentsSecurian Financial Services, Inc.01-27-2014
Richard Martin MoorePNC InvestmentsSignator Investors, Inc.01-06-2014
Jared Daniel OsbornePNC InvestmentsJ.P. Morgan Securities LLC12-20-2013
Anthony Eugene Adams Jr.PNC InvestmentsWells Fargo Clearing Services, LLC09-17-2013
Darlene Harris-MurrayPNC InvestmentsKey Investment Services LLC03-25-2013
Olasumbo Modinat OmonaiyePNC InvestmentsSunTrust Investment Services, Inc.03-25-2013
Daniel Paul PaleyPNC InvestmentsWells Fargo Clearing Services, LLC$103-21-2013
Juan Ernesto MorganPNC InvestmentsFifth Third Securities, Inc.02-14-2013
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Showing 1 to 25 of 31 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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