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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jose D ConstantinoAllstate Financial Services, LLCPNC Investments11-03-2011
Gregory Marc CorneilleAxcel Capital Management, LLCPNC Investments03-13-2013
Andrew C. PietBB&T Investment Services, Inc.PNC Investments09-06-2016
Brandon Cao TruongCapital One Investing, LLCPNC Investments05-09-2017
Brianna Maria BuckleyCetera Investment Services LLCPNC Investments02-21-2020
Christopher Adin SnowlingChapin, DavisPNC Investments$5001-03-2012
Dean F. BowenCharles Schwab & Co., Inc.PNC Investments10-08-2015
Dennis Amechi OparaugoCharles Schwab & Co., Inc.PNC Investments09-05-2013
Rupinder KaurCitigroup Global Markets Inc.PNC Investments05-12-2017
Stephanie Ann YoingcoCitigroup Global Markets Inc.PNC Investments$108-10-2015
Reggie Jerome TurnerEK Riley Investments, LLCPNC Investments$15008-03-2018
Amanda Jernigan EbleyFidelity Brokerage Services LLCPNC Investments05-12-2014
Norman Daniel Townsend IIIFidelity Brokerage Services LLCPNC Investments05-09-2011
William M. FryerFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
Kevin FlahertyFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
Zaneilia Arnicia HarrisHarris and Harris Wealth Management Group, LLCPNC Investments07-09-2009
Joseph R. GeldHWA Financial GroupPNC Investments09-28-2017
Daniel Brian SmithInfinex Investments, Inc.PNC Investments10-17-2012
Georgeanne Graydon AistInfinex Investments, Inc.PNC Investments05-11-2012
Roy Daniel HottelInfinex Investments, Inc.PNC Investments07-29-2011
Adam Lee LybargerLPL Financial LLCPNC Investments09-25-2017
Ryan Michael RecknerLPL Financial LLCPNC Investments04-21-2017
Vernon Burdell CunninghamLPL Financial LLCPNC Investments$1011-09-2012
Michael Anthony Augerinos Jr.LPL Financial LLCPNC Investments12-14-2010
Edward John RemavegeLPL Financial LLCPNC Investments12-10-2010
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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.