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
Adam Lee LybargerLPL Financial LLCPNC Investments09-25-2017
Amanda Jernigan EbleyFidelity Brokerage Services LLCPNC Investments05-12-2014
Anatoliy A. LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Andrew C. PietBB&T Investment Services, Inc.PNC Investments09-06-2016
Anna G. NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-02-2011
Anthony Joseph BredwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-10-2011
Barry Elijah WombleMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-05-2016
Bradley Scott JurikMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-16-2015
Brandon Cao TruongCapital One Investing, LLCPNC Investments05-09-2017
Brian Joseph DinkaWells Fargo Clearing Services, LLCPNC Investments05-31-2017
Brianna Maria BuckleyCetera Investment Services LLCPNC Investments02-21-2020
Chauncey M. CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Christine McKayWells Fargo Clearing Services, LLCPNC Investments10-21-2016
Christopher Adin SnowlingChapin, DavisPNC Investments$5001-03-2012
Christopher R GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Christopher Todd WilhoitLPL Financial LLCPNC Investments03-19-2009
Connor Edward BausMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-21-2017
Craig Tilghman BoothSecurities America, Inc.PNC Investments11-30-2018
Cynthia Louise HillSunTrust Investment Services, Inc.PNC Investments06-30-2010
Daniel Brian SmithInfinex Investments, Inc.PNC Investments10-17-2012
David Anthony HemlerLPL Financial LLCPNC Investments06-26-2009
David Russell NetererLPL Financial LLCPNC Investments$5001-04-2010
David Yong Soo BubbTD Ameritrade, Inc.PNC Investments07-01-2009
Dean F. BowenCharles Schwab & Co., Inc.PNC Investments10-08-2015
Dennis Amechi OparaugoCharles Schwab & Co., Inc.PNC Investments09-05-2013
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Showing 1 to 25 of 88 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.