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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Lee LybargerPNC InvestmentsEssex National Securities, LLC10-07-2013
Amanda Jernigan EbleyPNC InvestmentsMorgan Stanley08-21-2010
Anatoliy Anatolievich LutsikPNC InvestmentsForeside Fund Services, LLC04-11-2016
Andrew Gerard LaingPNC InvestmentsCapital One Investment Services LLC09-04-2014
Andrew T GiddensPNC InvestmentsBB&T Investment Services, Inc.10-28-2013
Angel Luis MartinezPNC InvestmentsNYLIFE Securities LLC04-10-2018
Anita Faye Bailey-SinklerPNC InvestmentsBanc of America Investment Services, Inc.06-15-2009
Anthony Curtis HamielPNC InvestmentsLPL Financial LLC12-16-2016
Benjamin Messiah MobleyPNC InvestmentsFirst Allied Securities, Inc.10-02-2014
Benjamin Pruitt Melton Jr.PNC InvestmentsCitigroup Global Markets Inc.$2512-07-2009
Beverly D. ThomasPNC InvestmentsSunTrust Investment Services, Inc.03-01-2012
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Brian M StampPNC InvestmentsLPL Financial LLC$2503-01-2011
Chad Andrew ClarkPNC InvestmentsCetera Investment Services LLC08-23-2013
Charles Peter GeorgopoulosPNC InvestmentsPFS Investments Inc.03-22-2013
Chris Todd HolcombPNC InvestmentsMorgan Stanley10-22-2010
Christopher Adin SnowlingPNC InvestmentsArrowhead Investment Center04-21-2009
Christopher David WilsonPNC InvestmentsM&T Securities, Inc.$105-10-2017
Christopher Hans RidgewayPNC InvestmentsBBVA Securities Inc.12-20-2016
Christopher Mora HallPNC InvestmentsAXA Advisors, LLC06-08-2009
Cindy Jane ThompsonPNC InvestmentsSunTrust Investment Services, Inc.09-29-2015
Crystal Sage BarkerPNC InvestmentsSunTrust Investment Services, Inc.03-03-2015
Cynthia Louise HillPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2012
Cynthia Louise HillPNC InvestmentsBB&T Investment Services, Inc.02-10-2009
David Michael ZanePNC InvestmentsRBC Capital Markets, LLC07-25-2011
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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. 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.

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