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
Brendon John PetersPNC InvestmentsCetera Investment Services LLC$1605-31-2019
Robert LanePNC InvestmentsCetera Investment Services LLC12-18-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Jason Andrew HertelPNC InvestmentsKey Investment Services LLC06-16-2017
Eric Steven BlessingPNC InvestmentsYoung America Capital, LLC11-28-2016
Dustin Wade StonebrakerPNC InvestmentsFifth Third Securities, Inc.11-18-2016
Abigail Elizabeth LindseyPNC InvestmentsAtlas Capital Management Corp10-21-2016
David Wynne MorrisonPNC InvestmentsPIMCO Investments LLC$20008-08-2016
John Anthony VaughnPNC InvestmentsFifth Third Securities, Inc.06-10-2016
Richard Andrew KelnerPNC InvestmentsJ.P. Morgan Securities LLC03-18-2016
Anthony Joseph NighPNC InvestmentsKey Investment Services LLC$5003-11-2016
Joseph Lamont WilliamsPNC InvestmentsCetera Investment Services LLC$1003-08-2016
Matthew J. RamerPNC InvestmentsEdward Jones03-03-2016
Daniel J. JankowskiPNC InvestmentsSecurian Financial Services, Inc.05-28-2015
Stephen Michael ComptonPNC InvestmentsEdward Jones05-13-2015
Jeremy Dale SwongerPNC InvestmentsPNC Investments05-01-2015
Thomas J. ScottPNC InvestmentsWells Fargo Clearing Services, LLC04-06-2015
Steven Joseph RastrelliPNC InvestmentsJ.P. Morgan Securities LLC04-03-2015
Matthew Antonio PostellPNC InvestmentsEdward Jones04-01-2015
Keith WilsonPNC InvestmentsSelect Portfolio, Inc.03-16-2015
Ronald R. Odle IIIPNC InvestmentsRaymond James Financial Services, Inc.02-26-2015
Danielle Lee HallidayPNC InvestmentsFifth Third Securities, Inc.12-08-2014
Michael Barrett StoltePNC InvestmentsFifth Third Securities, Inc.12-05-2014
Andrew K. SkinnerPNC InvestmentsFifth Third Securities, Inc.11-25-2014
Katrina Marie GeisPNC InvestmentsStrategic Advisers LLC10-28-2014
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Showing 1 to 25 of 71 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.