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
Amin James Raphael RathlePNC InvestmentsRBC Capital Markets, LLC04-03-2012
Richard Shields Brinson Jr.PNC InvestmentsRBC Capital Markets, LLC04-03-2012
Jeremy S. FarePNC InvestmentsSterne, Agee & Leach, Inc.07-30-2012
Gabriel Julian RodriguezPNC InvestmentsVALIC Financial Advisors, Inc.11-01-2012
Adrienne M. MedlinPNC InvestmentsLPL Financial LLC11-30-2012
Brent Michael ReemsPNC InvestmentsWoodmen Financial Services, Inc.11-30-2012
Juan Ernesto MorganPNC InvestmentsFifth Third Securities, Inc.$1002-14-2013
Daniel Paul PaleyPNC InvestmentsWells Fargo Clearing Services, LLC$1003-21-2013
Darlene Harris-MurrayPNC InvestmentsKey Investment Services LLC03-25-2013
Olasumbo M. OmonaiyePNC InvestmentsSunTrust Investment Services, Inc.03-25-2013
Anthony Eugene Adams Jr.PNC InvestmentsWells Fargo Clearing Services, LLC09-17-2013
Jared Daniel OsbornePNC InvestmentsJ.P. Morgan Securities LLC12-20-2013
Richard Martin MoorePNC InvestmentsSignator Investors, Inc.01-06-2014
Thomas N KiklyPNC InvestmentsSecurian Financial Services, Inc.01-27-2014
Ruben TrujilloPNC InvestmentsBB&T Investment Services, Inc.06-06-2014
Priscilla Sueyun LeePNC InvestmentsFifth Third Securities, Inc.09-09-2014
Stephen David MimbsPNC InvestmentsJ.P. Morgan Securities LLC01-09-2015
Christopher J CrockPNC InvestmentsLPL Financial LLC02-19-2015
Sharaff Ulann RathurPNC InvestmentsCarter, Terry & Company, Inc.03-24-2015
Matthew E. SherbondyPNC InvestmentsBB&T Investment Services, Inc.09-03-2015
Jack WangPNC InvestmentsWells Fargo Clearing Services, LLC01-14-2016
Robinson MartinPNC InvestmentsCsfbdirect, Inc.04-06-2016
Brian Alan ChillinskyPNC InvestmentsFifth Third Securities, Inc.09-02-2016
Daniel C AllenderPNC InvestmentsFifth Third Securities, Inc.01-27-2017
Lovel M. GilmorePNC InvestmentsEdward Jones06-12-2017
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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.