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
Ashley Rena MyersPNC InvestmentsWells Fargo Clearing Services, LLC02-06-2019
Joseph York HubbardPNC InvestmentsMML Investors Services, LLC11-29-2018
Kevin Michael FurrPNC InvestmentsFirst Citizens Investor Services, Inc.11-28-2018
ANDREW Joseph SCHULTZPNC InvestmentsAXA Advisors, LLC04-06-2018
Christopher Ryan PerriPNC InvestmentsSunTrust Investment Services, Inc.03-27-2018
Venus Michele JonesPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2018
Nathaniel Aaron MarquezPNC InvestmentsWells Fargo Clearing Services, LLC01-23-2018
Kathleen Payne CannonPNC InvestmentsFirst Citizens Investor Services, Inc.12-15-2017
Eric Kenneth HaughwoutPNC InvestmentsEdward Jones12-12-2017
Marcel DiazPNC InvestmentsMML Investors Services, LLC12-05-2017
Kurt EngelhardtPNC InvestmentsWells Fargo Clearing Services, LLC11-16-2017
Peter John BrambsPNC InvestmentsInfinex Investments, Inc.$15011-03-2017
Nichole Nichole CanadyPNC InvestmentsCUSO Financial Services, L.P.$5011-01-2017
Michael Ryan LovellPNC InvestmentsProFunds Distributors, Inc.10-26-2017
Granville Calvin Washington Jr.PNC InvestmentsWells Fargo Clearing Services, LLC09-28-2017
Matthew James WilliamsPNC InvestmentsVanguard Marketing Corporation08-18-2017
Milan PetkovicPNC InvestmentsJ.P. Morgan Securities LLC08-09-2017
Scott Andrew PetersenPNC InvestmentsTD Ameritrade Investment Management, LLC08-08-2017
Andre Patrick WilliamsPNC InvestmentsWells Fargo Clearing Services, LLC08-04-2017
Thomas Ray HamiltonPNC InvestmentsScottrade, Inc.05-23-2017
Katherine Murphy SquiresPNC InvestmentsCarolinas Investment Consulting LLC03-24-2017
Darnel D'Von JamesPNC InvestmentsWells Fargo Clearing Services, LLC03-16-2017
Brian Patrick MarionPNC InvestmentsFidelity Brokerage Services LLC03-01-2017
Dominic Malcolm ParkesPNC InvestmentsWells Fargo Clearing Services, LLC02-10-2017
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Next Page »

Showing 1 to 25 of 107 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.


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