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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Anthony HallEdward JonesPNC Investments$10012-14-2009
Mark Alan CaseltonRaymond James & Associates, Inc.PNC Investments$50005-28-2010
David Charles IrwinU.S. Bancorp Investments, Inc.PNC Investments10-08-2010
Jerry Lynn DunivanU.S. Bancorp Investments, Inc.PNC Investments10-08-2010
David Allen EmringWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$10011-29-2010
Joseph Robert WatsonU.S. Bancorp Investments, Inc.PNC Investments04-29-2011
Christopher Martin MeyerLPL Financial LLCPNC Investments07-06-2011
Robert Raymond ThomasEdward JonesPNC Investments$20002-27-2012
Kenneth J ScrimaEdward JonesPNC Investments06-04-2012
Mark Anthony Chiodini Sr.Huntleigh Securities CorporationPNC Investments08-09-2012
Jeff David AurandEdward JonesPNC Investments$50008-20-2012
Keaten Allen LandisMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-03-2012
Marc Robert ParsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$10010-29-2012
Jake Ray AldermanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments11-26-2012
William Henry Carr IIIFirst Command Financial Planning, Inc.PNC Investments03-01-2013
Anthony Aven LyonsU.S. Bancorp Investments, Inc.PNC Investments09-12-2013
Philip E. YockeyU.S. Bancorp Investments, Inc.PNC Investments09-20-2013
Ryan Thomas ConleyU.S. Bancorp Investments, Inc.PNC Investments$35010-28-2013
Vincent Ray WallaceEdward JonesPNC Investments12-09-2013
Natalie Elaine HollandState Farm VP Management Corp.PNC Investments03-21-2014
Anthony Jason BayonaEdward JonesPNC Investments$15004-07-2014
Jerry Lynn DunivanFifth Third Securities, Inc.PNC Investments07-09-2014
Ryan Adam OsbornFifth Third Securities, Inc.PNC Investments07-09-2014
Todd Joseph EwaldFifth Third Securities, Inc.PNC Investments08-11-2014
Jeremy Perry BlaineNorthwestern Mutual Investment Services, LLCPNC Investments$50009-04-2014
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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.