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
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC$10008-27-2019
Gary Russell Brown Jr.PNC InvestmentsJ.P. Morgan Securities LLC09-18-2017
Phillip Dean Cook Jr.PNC InvestmentsJ.P. Morgan Securities LLC01-05-2017
Jared Owen McnuttPNC InvestmentsJ.P. Morgan Securities LLC$10004-21-2016
John Benjamin HurleyPNC InvestmentsJ.P. Morgan Securities LLC07-10-2015
Dawn Marie MosesPNC InvestmentsJ.P. Morgan Securities LLC03-17-2015
Andrew ZunigaPNC InvestmentsJ.P. Morgan Securities LLC01-21-2015
Carolina Adele Di CesarePNC InvestmentsJ.P. Morgan Securities LLC12-05-2014
Joseph Luke-Michael ReyesPNC InvestmentsJ.P. Morgan Securities LLC11-21-2014
Lynne RolfePNC InvestmentsJ.P. Morgan Securities LLC05-06-2014
Ana Laura Bonilla-SiloacPNC InvestmentsJ.P. Morgan Securities LLC04-16-2014
Jessie Lynn SikkengaPNC InvestmentsJ.P. Morgan Securities LLC03-21-2014
Vera AugustyniakPNC InvestmentsJ.P. Morgan Securities LLC10-23-2013
Joseph George TaveggiaPNC InvestmentsJ.P. Morgan Securities LLC10-17-2013
Christopher T BuzzellPNC InvestmentsJ.P. Morgan Securities LLC08-19-2013
Paul Vincent AluiaPNC InvestmentsJ.P. Morgan Securities LLC07-24-2013
Mohammed D AounPNC InvestmentsJ.P. Morgan Securities LLC05-01-2013
Timothy Francis ShebakPNC InvestmentsJ.P. Morgan Securities LLC04-01-2013
Zakhele Vinsty DhlaminiPNC InvestmentsJ.P. Morgan Securities LLC03-19-2013
Kurtis Wade AbrahamPNC InvestmentsJ.P. Morgan Securities LLC03-07-2013
Anthony J. AskerPNC InvestmentsJ.P. Morgan Securities LLC12-17-2012

Showing 1 to 21 of 21 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.