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
David Harold GreerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2019
John Joseph MoriartyPNC InvestmentsPruco Securities, LLC.$10012-11-2018
Kevin Michael KayPNC InvestmentsSunTrust Investment Services, Inc.05-04-2018
Matthew David MeecePNC InvestmentsJ.P. Morgan Securities LLC11-21-2017
Francis Bartlett Whitehouse IIIPNC InvestmentsBrighthouse Securities, LLC10-04-2017
Jacob D StengerPNC InvestmentsWaddell & Reed09-12-2017
Jonathan Andrew DanielsPNC InvestmentsMetLife Securities Inc.01-25-2017
Gustave Neri CarruthPNC InvestmentsScottrade, Inc.11-04-2016
Maida HalilovicPNC InvestmentsJ.P. Morgan Securities LLC11-04-2016
Kevin Michael LantzPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-28-2016
Rebecca Mayer HernPNC InvestmentsUBS Financial Services Inc.$25008-16-2016
Karen Quinn WatsonPNC InvestmentsMorgan Stanley$15009-14-2015
Henry Albert DarnellPNC InvestmentsWaddell & Reed07-28-2015
Douglas Chriss LaruePNC InvestmentsEdward Jones05-14-2015
Jeffrey Nicholas HemsathPNC InvestmentsLegend Equities Corporation05-12-2015
John Benjamin OverfieldPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-01-2015
Oliver Andrew TullerPNC InvestmentsStrategic Advisers LLC03-16-2015
Tim Allen Furlong Sr.PNC InvestmentsMoney Concepts Capital Corp02-05-2015
Marshall Lee AdkinsPNC InvestmentsJ.P. Morgan Securities LLC12-18-2014
Paul E Singer Jr.PNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-21-2014
Andrew Paul ThomasPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2014
Brant Thomas MayPNC InvestmentsLPL Financial LLC$15004-22-2014
Andrew MuncyPNC InvestmentsEdward Jones04-22-2014
Kyle Andrew JenningsPNC InvestmentsAmeriprise Financial Services, Inc.04-02-2014
Stephen David HitronPNC InvestmentsRaymond James & Associates, Inc.02-25-2014
Next Page »

Showing 1 to 25 of 47 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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