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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Andrew HeilgeistChase Investment Services Corp.Fifth Third Securities, Inc.03-02-2009
Gary John BronnerFirst Brokerage America, LLCFifth Third Securities, Inc.08-18-2009
Anna BouthillettePNC InvestmentsFifth Third Securities, Inc.10-28-2009
Walter Carl MeyersLPL Financial LLCFifth Third Securities, Inc.11-30-2009
George Dean CassaraChase Investment Services Corp.Fifth Third Securities, Inc.03-30-2010
Edmund Chester WojciechowskiU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.04-22-2010
Paul John Dahl IIIPNC InvestmentsFifth Third Securities, Inc.05-11-2010
Alan Howard GrossmanUvest Financial Services Group, Inc.Fifth Third Securities, Inc.06-01-2010
Raymond William MeyerU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.09-07-2010
Jonathan Eugene PattersonU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.09-30-2010
Tammy Rose DouthitCountry Capital Management CompanyFifth Third Securities, Inc.09-30-2010
Jason R MoscickisPNC InvestmentsFifth Third Securities, Inc.11-04-2010
Mark Joseph FlanaganWells Fargo Clearing Services, LLCFifth Third Securities, Inc.01-06-2011
Richard Anthony PassarelliPNC InvestmentsFifth Third Securities, Inc.$5002-01-2011
Kenneth Scott RobbinsAssociated Investment Services, Inc.Fifth Third Securities, Inc.05-01-2011
Sabrina Jay MasonAllstate Financial Services, LLCFifth Third Securities, Inc.$10006-03-2011
Rodney John DeckerPNC InvestmentsFifth Third Securities, Inc.07-21-2011
Gregory Charles TeschkeLPL Financial LLCFifth Third Securities, Inc.$108-26-2011
Raymond Reambillo LaoNorthwestern Mutual Investment Services, LLCFifth Third Securities, Inc.09-22-2011
Michael J MargolisWells Fargo Clearing Services, LLCFifth Third Securities, Inc.10-31-2011
Frank Jerome GrossmanU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$10012-30-2011
Michael Anthony NewU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.12-30-2011
Crystal Ann KolczM Holdings Securities, Inc.Fifth Third Securities, Inc.01-30-2012
Eric A HesseU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.03-12-2012
Vincenzo D CiroliaPNC InvestmentsFifth Third Securities, Inc.03-14-2012
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Showing 1 to 25 of 84 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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