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
Amy J. ShopeThe Huntington Investment CompanyCitizens Securities, Inc.08-17-2010
Brian Henry BruscinoU.S. Bancorp Investments, Inc.Citizens Securities, Inc.$1005-29-2012
Vanessa Lynn PrignanoThe Huntington Investment CompanyCitizens Securities, Inc.10-09-2012
Dean Joseph MandaniciU.S. Bancorp Investments, Inc.Citizens Securities, Inc.12-03-2012
Joseph Randolph Query IVTD Ameritrade, Inc.Citizens Securities, Inc.01-01-2013
Michael Robert CianciolaLPL Financial LLCCitizens Securities, Inc.09-30-2013
Theresa L. ShomoKey Investment Services LLCCitizens Securities, Inc.10-27-2014
James Edward Cole IIThe Huntington Investment CompanyCitizens Securities, Inc.11-03-2014
Richard JuarbePruco Securities, LLC.Citizens Securities, Inc.04-28-2015
Coleen Cleo ParadissisJ.P. Morgan Securities LLCCitizens Securities, Inc.05-21-2015
Sophia N. FelixKey Investment Services LLCCitizens Securities, Inc.06-03-2015
Holli J. AlexanderCharles Schwab & Co., Inc.Citizens Securities, Inc.06-29-2015
Kimberly J. LilienthalFifth Third Securities, Inc.Citizens Securities, Inc.07-20-2015
Michelle Rene PommeranzThe Huntington Investment CompanyCitizens Securities, Inc.08-31-2015
Kenneth Bruce Lundquist Jr.Signator Investors, Inc.Citizens Securities, Inc.10-02-2015
Allen C. Dina IIIJ.P. Morgan Securities LLCCitizens Securities, Inc.11-10-2015
Collin Roy Church GloverThe Huntington Investment CompanyCitizens Securities, Inc.12-04-2015
Lauren Elizabeth StilkeyPNC InvestmentsCitizens Securities, Inc.12-15-2015
Deborah TaborJ.P. Morgan Securities LLCCitizens Securities, Inc.02-10-2016
David A DongesKey Investment Services LLCCitizens Securities, Inc.05-17-2016
Anthony V. PascarellaKey Investment Services LLCCitizens Securities, Inc.05-24-2016
Nicholas J. HesseKey Investment Services LLCCitizens Securities, Inc.06-10-2016
Tylor T. MathesonKey Investment Services LLCCitizens Securities, Inc.08-31-2016
Alan SoirefmanJ.P. Morgan Securities LLCCitizens Securities, Inc.09-30-2016
Lindsey Jean WhitmoreJ.P. Morgan Securities LLCCitizens Securities, Inc.12-02-2016
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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.