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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amber C SuttonFifth Third Securities, Inc.NYLIFE Securities LLC05-10-2018
Anthony Attila GacsFifth Third Securities, Inc.Ausdal Financial Partners, Inc.06-10-2019
Charles J Rahn JrFifth Third Securities, Inc.LPL Financial LLC01-26-2011
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
Craig R MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Cynthia M WaltersFifth Third Securities, Inc.LPL Financial LLC07-16-2019
Danka DurkiewiczFifth Third Securities, Inc.PNC Investments05-07-2020
David Sheldon WellsFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
Dominic Anthony DefazioFifth Third Securities, Inc.FirstMerit Financial Services, Inc01-31-2011
Eric C AndersFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.04-19-2017
Fredric Raymond HoffmanFifth Third Securities, Inc.Securities America, Inc.02-23-2009
Gerald Allan GilbertsonFifth Third Securities, Inc.Citigroup Global Markets Inc.01-15-2010
Hilus James St IlhommeFifth Third Securities, Inc.J.P. Morgan Securities LLC07-31-2020
James Gordon BelowFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.05-21-2015
Jason Andrew ToshFifth Third Securities, Inc.Ameriprise Financial Services, LLC09-09-2009
John D GedwillFifth Third Securities, Inc.PNC Investments06-21-2011
Jonathan Edward PrellFifth Third Securities, Inc.J.P. Morgan Securities LLC$15005-12-2015
Jonathan Erik JamesFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.07-25-2019
Jonathan Eugene PattersonFifth Third Securities, Inc.Cetera Investment Services LLC06-03-2019
Joseph AngelFifth Third Securities, Inc.Wintrust Investments LLC10-02-2019
Juan Carlos AguilarFifth Third Securities, Inc.Edward Jones11-13-2012
Kaitlin Jean OchabFifth Third Securities, Inc.Morgan Stanley08-29-2019
Kevin Robert OsbornFifth Third Securities, Inc.Cetera Investment Advisers LLC06-04-2019
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Lori Jane GalbraithFifth Third Securities, Inc.LPL Financial LLC05-29-2019
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Showing 1 to 25 of 59 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.