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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Walter Rocco Kukowski Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments03-06-2009
Nicholas Ippolito IIIWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments03-06-2009
Thomas J MorelliWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments03-06-2009
Matt Francis BreunigWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments03-06-2009
David Leon Shelly Jr.Raymond James Financial Services, Inc.PNC Investments$10004-24-2009
Vincent DipaolaCFD Investments, Inc.PNC Investments05-01-2009
Thomas Anthony O'Donnell Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-15-2009
Rose Anne Galeano-PhillipsChase Investment Services Corp.PNC Investments06-22-2009
Ronnie L VossChase Investment Services Corp.PNC Investments11-16-2009
Robert Baldwin DelguercioUBS Financial Services Inc.PNC Investments12-09-2009
Michen V SirleafChase Investment Services Corp.PNC Investments01-04-2010
Todd Charles GalinkoLPL Financial LLCPNC Investments$23001-15-2010
Joseph Louis MarinaccioR. Seelaus & Co., LLCPNC Investments03-01-2010
Jason Robert NavolioChase Investment Services Corp.PNC Investments$10003-05-2010
Mandel Harris PettifordMorgan StanleyPNC Investments05-10-2010
Jason Sidney HandwergerChase Investment Services Corp.PNC Investments05-24-2010
Joseph VessioChase Investment Services Corp.PNC Investments07-01-2010
Robert Paul FurrevigINVEST Financial CorporationPNC Investments$20010-12-2010
Michael Alan HittnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-18-2010
Melanie AmodioMorgan StanleyPNC Investments11-04-2010
Iorwuese IfanChase Investment Services Corp.PNC Investments11-12-2010
Lucy DigioiaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$50011-26-2010
Daniel Patrick Covell Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$50011-26-2010
Elizabeth EchavarriaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments12-03-2010
Raul Rolond ToroWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments12-10-2010
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Showing 1 to 25 of 211 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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