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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Jeffery Noel SpanglerLPL Financial LLCPNC Investments06-01-2018
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
Stefanie Ann ScarpU.S. Bancorp Investments, Inc.PNC Investments05-01-2018
Jorge Ivan RiveraThe Huntington Investment CompanyPNC Investments12-15-2017
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Gregory Edward Robert HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Heather Anne GottfriedCitigroup Global Markets Inc.PNC Investments$1006-08-2017
Patrick Michael HagertyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-03-2017
Gustavo A SanchezLPL Financial LLCPNC Investments05-01-2017
Evan D. SchererJ.P. Morgan Securities LLCPNC Investments$1003-09-2017
Todd A StecTD Ameritrade Investment Management, LLCPNC Investments12-01-2016
Craig R. MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Gregory Lyn SullivanBMO Harris Financial Advisors, Inc.PNC Investments07-14-2015
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Sean Arlington KienzleJ.P. Morgan Securities LLCPNC Investments09-23-2014
Sarah Raj LallFifth Third Securities, Inc.PNC Investments08-21-2014
Larry Wendell JacksonRaymond James & Associates, Inc.PNC Investments06-02-2014
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
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Showing 1 to 25 of 37 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.


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