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
John K. BurtonPNC InvestmentsU.S. Bancorp Investments, Inc.$15006-27-2019
Ronald Michael Rotondo Jr.PNC InvestmentsAmeritas Investment Corp.03-22-2019
Armando MartinezPNC InvestmentsLBMZ Securities, Inc.02-07-2019
Elias James MellulPNC InvestmentsLeumi Investment Services Inc.11-23-2018
Mitchel Maldonado LopezPNC InvestmentsThrivent Investment Management Inc.09-18-2018
Eduardo Javier ValdesPNC InvestmentsMorgan Stanley04-24-2018
Benjamin FreemanPNC InvestmentsAXA Advisors, LLC03-16-2018
Kevin Philip MurphyPNC InvestmentsJ.P. Morgan Securities LLC02-23-2018
Bradley Peter GroganPNC InvestmentsBMO Harris Financial Advisors, Inc.02-05-2018
Igor BoykoPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2018
Cody John BehrensPNC InvestmentsMidwestern Securities Trading Company, LLC01-26-2018
Tyren TornincasaPNC InvestmentsNational Planning Corporation11-20-2017
Eric Leonardo RodriguezPNC InvestmentsNorthwestern Mutual Investment Services, LLC11-15-2017
Alan Alfonso BanuelosPNC InvestmentsJ.P. Morgan Securities LLC09-08-2017
Glenn Alan AldridgePNC InvestmentsJ.P. Morgan Securities LLC09-01-2017
Michael Bruce TursiPNC InvestmentsCharles Schwab & Co., Inc.08-17-2017
Rick Stephen SnyderPNC InvestmentsWaddell & Reed06-16-2017
Brent Devon GriffinPNC InvestmentsJ.P. Morgan Securities LLC05-31-2017
Walter Ludwik SzymakowskiPNC InvestmentsJ.P. Morgan Securities LLC05-26-2017
Michael Thomas AnsenbergerPNC InvestmentsTSFG, LLC$15004-24-2017
Michael William WalbridgePNC InvestmentsMorgan Stanley02-07-2017
Jason M AndersonPNC InvestmentsFifth Third Securities, Inc.$7501-26-2017
Jill LevinsonPNC InvestmentsInfinex Investments, Inc.01-19-2017
Gustavo A SanchezPNC InvestmentsFifth Third Securities, Inc.12-21-2016
Keriann Marie KuehnePNC InvestmentsJ.P. Morgan Securities LLC12-12-2016
Next Page »

Showing 1 to 25 of 111 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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