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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Erica L WymerKey Investment Services LLCChase Investment Services Corp.11-05-2010
Justin M AtwaterKey Investment Services LLCChase Investment Services Corp.10-26-2010
Angelique GarciaKey Investment Services LLCChase Investment Services Corp.09-14-2010
Matthew A NutterKey Investment Services LLCChase Investment Services Corp.08-10-2010
Jacob Timothy ZakorPNC InvestmentsChase Investment Services Corp.08-08-2010
Bruce Sanford RobyFifth Third Securities, Inc.Chase Investment Services Corp.$25007-12-2010
Janet Elaine BonnellKey Investment Services LLCChase Investment Services Corp.07-06-2010
Laura Sakalas SmithPNC InvestmentsChase Investment Services Corp.$10006-28-2010
Marie Annette AzbillThe Huntington Investment CompanyChase Investment Services Corp.06-14-2010
Christa Lynn HalseyRaymond James Financial Services, Inc.Chase Investment Services Corp.05-27-2010
Brett James CypherKey Investment Services LLCChase Investment Services Corp.05-27-2010
Caleb Dwight La CourseFifth Third Securities, Inc.Chase Investment Services Corp.05-25-2010
Troy Laverne GreenThe Huntington Investment CompanyChase Investment Services Corp.05-13-2010
Jeremy Christopher RotilioPNC InvestmentsChase Investment Services Corp.04-30-2010
Rita Joanne CornettFifth Third Securities, Inc.Chase Investment Services Corp.04-23-2010
Jason Charles SescoFifth Third Securities, Inc.Chase Investment Services Corp.$10004-05-2010
Vicki Ann KlineLPL Financial LLCChase Investment Services Corp.$10003-10-2010
Janey Lynn KegleyProEquities, Inc.Chase Investment Services Corp.03-01-2010
Michael Kent Thompson IIU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-01-2010
Dean Thomas DierdorfThe Huntington Investment CompanyChase Investment Services Corp.02-19-2010
Talie Lynn DuplainKey Investment Services LLCChase Investment Services Corp.01-20-2010
James William ReittingerFifth Third Securities, Inc.Chase Investment Services Corp.$50012-01-2009
Colleen BurgessPNC InvestmentsChase Investment Services Corp.11-30-2009
Sean Christopher PaddockFifth Third Securities, Inc.Chase Investment Services Corp.11-17-2009
Gary Ernest PughCitizens Securities, Inc.Chase Investment Services Corp.08-12-2009
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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.