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
Matthew H DewildtPNC InvestmentsEdward Jones02-08-2010
Dace Andrew DekruifPNC InvestmentsChase Investment Services Corp.06-03-2010
Dawn Lynn PhillipsPNC InvestmentsMML Investors Services, LLC07-08-2010
Leah Michele ArnoldPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2010
Amy Jo Townsend-VanderpoolPNC InvestmentsChase Investment Services Corp.08-12-2010
Lisa Marie Lacross-CourtneyPNC InvestmentsLPL Financial LLC$10009-09-2010
Kyle VolkerPNC InvestmentsChase Investment Services Corp.09-09-2010
Racheal Lynn MelochePNC InvestmentsEssex National Securities, LLC09-09-2010
Kerry James KerchPNC InvestmentsLPL Financial LLC10-14-2010
David Edmund LendaPNC InvestmentsLPL Financial LLC$10011-03-2010
Christena J HamadyPNC InvestmentsChase Investment Services Corp.12-20-2010
Daniel P AtwoodPNC InvestmentsChase Investment Services Corp.01-10-2011
Morgan Lee MudgePNC InvestmentsMorgan Stanley02-03-2011
Christopher Charles WilsonPNC InvestmentsKey Investment Services LLC02-03-2011
William Paul SenftPNC InvestmentsLegend Equities Corporation02-07-2011
David Elwood SeamanPNC InvestmentsPruco Securities, LLC.02-10-2011
Jody W MyersPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-26-2011
Thomas Scott PresseyPNC InvestmentsCambridge Investment Research, Inc.09-01-2011
Brian Patrick ForsPNC InvestmentsFifth Third Securities, Inc.$50010-05-2011
Randal Warren FischerPNC InvestmentsFifth Third Securities, Inc.10-17-2011
Andrew C. PsilisPNC InvestmentsMML Investors Services, LLC$10001-09-2012
Delores J MayPNC InvestmentsEdward Jones$10002-28-2012
Daniel Scott SenicaPNC InvestmentsHantz Financial Services, Inc.$10004-19-2012
Scott Morgan UlmerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2012
William Daniel LeahyPNC InvestmentsCIG Securities$10005-17-2012
Next Page »

Showing 1 to 25 of 123 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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