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
Aaron Michael BartkoKey Investment Services LLCPNC Investments03-28-2011
Albert Clement PrykaLPL Financial LLCPNC Investments12-16-2013
Anthony Frank TuzzolinoJ.P. Morgan Securities LLCPNC Investments11-19-2014
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Bert William Overstreet Jr.TD Ameritrade Investment Management, LLCPNC Investments09-03-2015
Brandy Nichole EgglestonEdward JonesPNC Investments06-29-2012
Brian Kenneth LafaveFifth Third Securities, Inc.PNC Investments04-25-2014
Charles Lynn Riley Jr.Voya Financial Advisors, Inc.PNC Investments06-09-2010
Christopher Jordan RennertThe Huntington Investment CompanyPNC Investments10-31-2016
Cody James JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-12-2015
Daniel P. AtwoodThe Huntington Investment CompanyPNC Investments08-22-2012
Denise Ann SwiatlowskiFifth Third Securities, Inc.PNC Investments05-05-2015
Drew A. GoodrichCetera Advisor Networks LLCPNC Investments09-28-2015
Eric Stephen RatliffJ.P. Morgan Securities LLCPNC Investments02-15-2013
Evan LianRaymond James Financial Services, Inc.PNC Investments07-11-2017
Gary Todd CooperInfinex Investments, Inc.PNC Investments11-10-2011
Geoffrey Charles SadekLPL Financial LLCPNC Investments12-18-2014
Gregory James CollinsRaymond James Financial Services, Inc.PNC Investments$2510-01-2013
Jaclyn M. MullicaCitizens Securities, Inc.PNC Investments02-27-2019
James Connor Macbeth IVJ.P. Morgan Securities LLCPNC Investments07-10-2018
Jay J. Peitsch IIJ.P. Morgan Securities LLCPNC Investments08-04-2016
Jeffrey Thomas DomenicoEdward JonesPNC Investments10-06-2017
John Charles DaughertyWells Fargo Clearing Services, LLCPNC Investments12-03-2010
Jonathan Brian KulickWells Fargo Clearing Services, LLCPNC Investments$5001-11-2016
Joseph David BanishAmeriprise Financial Services, Inc.PNC Investments03-10-2017
Next Page »

Showing 1 to 25 of 48 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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