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
Adam Lee LybargerLPL Financial LLCPNC Investments09-25-2017
Anatoliy A. LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Andrew Charles PietBB&T Investment Services, Inc.PNC Investments$10009-06-2016
Anna G. NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$10005-02-2011
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
Brian Joseph DinkaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments05-31-2017
Brianna Maria BuckleyCetera Investment Services LLCPNC Investments02-21-2020
Chauncey M CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Christine Marie MckayWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments10-21-2016
Christopher Adin SnowlingChapin, DavisPNC Investments$50001-03-2012
Christopher Robert GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Christopher Todd WilhoitLPL Financial LLCPNC Investments$25003-19-2009
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 Investments$10006-26-2009
David Russell NetererLPL Financial LLCPNC Investments$50001-04-2010
Donna Lucille LailM&T Securities, Inc.PNC Investments$10003-30-2016
Douglas Martin HolthausMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-07-2014
Edward John RemavegeLPL Financial LLCPNC Investments$25012-10-2010
Elaine Veronica HutchinsonPFS Investments Inc.PNC Investments04-16-2018
Elon ReeseMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-30-2016
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Showing 1 to 25 of 74 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.