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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryant Duan KennedyPNC InvestmentsEdward Jones12-04-2012
David Lance OwenPNC InvestmentsEdward Jones11-28-2012
Desiree Lee RobertsonPNC InvestmentsEdward Jones03-13-2014
Dries DurnezPNC InvestmentsEdward Jones05-06-2015
Eric HaughwoutPNC InvestmentsEdward Jones$1012-12-2017
Hoss EsmaeiliPNC InvestmentsEdward Jones11-02-2012
Joshua Darrell CarterPNC InvestmentsEdward Jones11-23-2015
Kimberley Ann AldrichPNC InvestmentsEdward Jones03-19-2015
Robert TreichlerPNC InvestmentsEdward Jones03-08-2017
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Sheri Sears JohnsonPNC InvestmentsEdward Jones01-22-2016
Timothy David PetrinecPNC InvestmentsEdward Jones04-04-2017

Showing 1 to 12 of 12 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.