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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Sulieman E NurideenPNC InvestmentsVALIC Financial Advisors, Inc.03-18-2019
Michael John StorchPNC InvestmentsSantander Securities LLC02-12-2019
Vincent Dennette RatliffPNC InvestmentsM&T Securities, Inc.12-07-2018
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Angel Luis MartinezPNC InvestmentsNYLIFE Securities LLC04-10-2018
Shara Nichole JonesPNC InvestmentsM&T Securities, Inc.03-06-2018
Gary Alan CarpenterPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-09-2018
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.08-15-2017
Jasmin Tesse La-Rue WaddellPNC InvestmentsWells Fargo Clearing Services, LLC07-18-2017
Christopher David WilsonPNC InvestmentsM&T Securities, Inc.05-10-2017
Fulton BridgesPNC InvestmentsMorgan Stanley01-16-2017
Christopher H. 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
Brianna Maria BuckleyPNC InvestmentsAXA Advisors, LLC08-16-2016
Kevin Andrew VoellingPNC InvestmentsEdward Jones08-09-2016
Ryan T. SangsterPNC InvestmentsWells Fargo Clearing Services, LLC08-02-2016
Michael Frederick JacksonPNC InvestmentsMorgan Stanley07-06-2016
Diana Lynn CovellPNC InvestmentsMorgan Stanley07-05-2016
Ilian LiPNC InvestmentsMorgan Stanley07-01-2016
John Ross EvansPNC InvestmentsFirst Dominion Capital Corp.04-26-2016
Anatoliy A. LutsikPNC InvestmentsForeside Fund Services, LLC04-11-2016
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Showing 1 to 25 of 104 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.