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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Daniel Nordeen Jr.Commonwealth Financial NetworkT. Rowe Price Investment Services, Inc.06-26-2009
Joseph Richard WrzesienMorgan StanleyT. Rowe Price Investment Services, Inc.09-09-2009
Jonathan McAllisterFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.02-26-2010
David Bryan JohnsonMorgan StanleyT. Rowe Price Investment Services, Inc.06-11-2010
Joshua Robert IrwinMorgan StanleyT. Rowe Price Investment Services, Inc.06-14-2010
Justin Clark MuhlFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-03-2011
Alfred Ronald Santo Jr.Principal Securities, Inc.T. Rowe Price Investment Services, Inc.02-25-2011
Cynthia Ann HaynesFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-11-2011
Daniel Lee ToulaNorthwestern Mutual Investment Services, LLCT. Rowe Price Investment Services, Inc.11-28-2011
Blake E. CorriganFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-03-2012
David Thomas KellyFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-24-2012
Shannon M. McSkimmingFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.06-04-2012
Craig Edward RauserFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-02-2012
William D. Groff IVNYLIFE Securities LLCT. Rowe Price Investment Services, Inc.08-21-2012
Robert J. SeabeckTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.03-11-2014
George W. PikounisTD Ameritrade, Inc.T. Rowe Price Investment Services, Inc.10-15-2014
Robyn Shanae HawkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.11-14-2014
Michele Hartman RansomeCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.01-05-2015
Hugh Joseph OhernFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-14-2015
Jacob L. SturgillLPL Financial LLCT. Rowe Price Investment Services, Inc.01-20-2015
Ian Michael FrankTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.05-04-2015
Shaun Michael WeberMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.06-19-2015
Kevin Patrick CothermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.08-19-2015
Jillian Christine OlsonRBC Capital Markets, LLCT. Rowe Price Investment Services, Inc.09-21-2015
Thomas Martin BlackMorgan StanleyT. Rowe Price Investment Services, Inc.01-26-2016
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Showing 1 to 25 of 56 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.