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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sulieman E NurideenPNC InvestmentsVALIC Financial Advisors, Inc.$103-18-2019
Michael John StorchPNC InvestmentsSantander Securities LLC02-12-2019
Vincent Dennette RatliffPNC InvestmentsM&T Securities, Inc.$112-07-2018
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Angel Luis MartinezPNC InvestmentsNYLIFE Securities LLC04-10-2018
Gary Alan CarpenterPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-09-2018
Sujata ChakrabortyPNC InvestmentsM&T Securities, Inc.12-19-2017
Jeffrey Alan HamiltonPNC InvestmentsSunTrust Investment Services, Inc.$5012-13-2017
Jeffrey Neal RogersPNC InvestmentsM&T Securities, Inc.$2508-15-2017
Jasmin Tesse La-Rue WaddellPNC InvestmentsWells Fargo Clearing Services, LLC07-18-2017
Christopher David WilsonPNC InvestmentsM&T Securities, Inc.$105-10-2017
FULTON BRIDGESPNC InvestmentsMorgan Stanley01-16-2017
Christopher Hans RidgewayPNC InvestmentsBBVA Securities Inc.12-20-2016
Anthony Curtis HamielPNC InvestmentsLPL Financial LLC12-16-2016
Jonathan Landry AdamsPNC InvestmentsSunTrust Investment Services, Inc.12-15-2016
Kevin Andrew VoellingPNC InvestmentsEdward Jones08-09-2016
Ryan Tyler SangsterPNC InvestmentsWells Fargo Clearing Services, LLC08-02-2016
Diana Lynn CovellPNC InvestmentsMorgan Stanley07-05-2016
Ilian LiPNC InvestmentsMorgan Stanley07-01-2016
John Ross EvansPNC InvestmentsFirst Dominion Capital Corp.04-26-2016
Anatoliy Anatolievich LutsikPNC InvestmentsForeside Fund Services, LLC04-11-2016
Greg Emmanuel Mancina IIIPNC InvestmentsCoastal Equities, Inc.04-06-2016
Theresa Marie FalconePNC InvestmentsCharles Schwab & Co., Inc.03-11-2016
Ryan Michael RecknerPNC InvestmentsM&T Securities, Inc.12-11-2015
Gail Pyne BrownPNC InvestmentsMetLife Securities Inc.10-16-2015
Next Page »

Showing 1 to 25 of 98 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.


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