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
Dimitar N. MushkovCetera Investment Services LLCPNC Investments04-26-2017
Daniel P. StavridesCetera Investment Services LLCPNC Investments12-16-2014
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Crystal Sage BarkerEdward JonesPNC Investments$1005-18-2018
Sharlee Nicole ZalewskiEdward JonesPNC Investments03-02-2018
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Daniel Reed PowellEdward JonesPNC Investments05-30-2017
Jeremy Wade PaytonEdward JonesPNC Investments05-08-2017
Jonathan Raymond HowsonEdward JonesPNC Investments05-08-2017
Adam HopperEdward JonesPNC Investments05-09-2016
Zachary J. WildEdward JonesPNC Investments03-08-2016
Scott Patrick ReedEdward JonesPNC Investments08-10-2015
Anthony Jason BayonaEdward JonesPNC Investments04-07-2014
Vincent Ray WallaceEdward JonesPNC Investments12-09-2013
Robert Raymond ThomasEdward JonesPNC Investments$20002-27-2012
Robert Anthony HallEdward JonesPNC Investments12-14-2009
Mark Alan CaseltonRaymond James & Associates, Inc.PNC Investments05-28-2010
Natalie Elaine HollandState Farm VP Management Corp.PNC Investments03-21-2014
Justin M. HitzfeldtTD Ameritrade Investment Management, LLCPNC Investments04-10-2017
Ben L Lane Ellerbe Jr.U.S. Bancorp Investments, Inc.PNC Investments12-20-2017
Philip E. YockeyU.S. Bancorp Investments, Inc.PNC Investments09-20-2013
Joseph Richard SutterWells Fargo Clearing Services, LLCPNC Investments04-15-2016
Marc Robert ParsonWells Fargo Clearing Services, LLCPNC Investments10-29-2012

Showing 1 to 23 of 23 entries

Page 1

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.