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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brianna Maria BuckleyCetera Investment Services LLCPNC Investments02-21-2020
Robert KamyaWells Fargo Clearing Services, LLCPNC Investments01-14-2019
Craig Tilghman BoothSecurities America, Inc.PNC Investments11-30-2018
Wesley Jarrett ClarkTIAA-CREF Individual & Institutional Services, LLCPNC Investments11-29-2018
Ryan T. SangsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Jasmin Tesse La-Rue WaddellMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-15-2018
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Michael Peter MartinVALIC Financial Advisors, Inc.PNC Investments06-04-2018
Elaine Veronica HutchinsonPFS Investments Inc.PNC Investments04-16-2018
Joseph R. GeldHWA Financial GroupPNC Investments09-28-2017
Christopher R GruinSunTrust Investment Services, Inc.PNC Investments09-27-2017
Adam Lee LybargerLPL Financial LLCPNC Investments09-25-2017
William M. FryerFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
Kevin FlahertyFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
Paul Gabriel CollinsMorgan StanleyPNC Investments08-02-2017
Chauncey M. CarterSunTrust Investment Services, Inc.PNC Investments06-29-2017
Connor Edward BausMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-21-2017
Anatoliy A. LutsikSunTrust Investment Services, Inc.PNC Investments06-07-2017
Brian Joseph DinkaWells Fargo Clearing Services, LLCPNC Investments05-31-2017
Gary Alan CarpenterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2017
Rupinder KaurCitigroup Global Markets Inc.PNC Investments05-12-2017
Brandon Cao TruongCapital One Investing, LLCPNC Investments05-09-2017
Ryan Michael RecknerLPL Financial LLCPNC Investments04-21-2017
Stefanie N. SwezeyScottrade, Inc.PNC Investments01-30-2017
Christine McKayWells Fargo Clearing Services, LLCPNC Investments10-21-2016
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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.