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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
Richard K. DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Andrew Alan AshbyPNC InvestmentsJ.P. Morgan Securities LLC09-20-2017
William R. CasalePNC InvestmentsJ.P. Morgan Securities LLC07-19-2017
Mark Adam WakelandPNC InvestmentsJ.P. Morgan Securities LLC$50002-08-2017
Marc Elliot SlutskyPNC InvestmentsJ.P. Morgan Securities LLC01-09-2017
Jason Allen WrightPNC InvestmentsJ.P. Morgan Securities LLC10-05-2016
Dane Patrick RobinsonPNC InvestmentsJ.P. Morgan Securities LLC08-08-2016
Lindsay R NecciPNC InvestmentsJ.P. Morgan Securities LLC07-07-2016
Michael Brian NaegelPNC InvestmentsJ.P. Morgan Securities LLC01-08-2016
Patrick R MaierPNC InvestmentsJ.P. Morgan Securities LLC12-18-2015
Brian Dylan JohnsonPNC InvestmentsJ.P. Morgan Securities LLC12-02-2015
Frank Matthew StonerPNC InvestmentsJ.P. Morgan Securities LLC09-10-2015
Daniel W Sanders IVPNC InvestmentsJ.P. Morgan Securities LLC11-25-2014
Reginald Lane PolkPNC InvestmentsJ.P. Morgan Securities LLC11-17-2014
Aaron D GamblePNC InvestmentsJ.P. Morgan Securities LLC08-05-2014
Marc David SchradePNC InvestmentsJ.P. Morgan Securities LLC$10012-10-2013
Robert Anderson Turner IIPNC InvestmentsJ.P. Morgan Securities LLC12-05-2013
S Renee Renee WhismanPNC InvestmentsJ.P. Morgan Securities LLC09-30-2013
Shannon Jo BauerPNC InvestmentsJ.P. Morgan Securities LLC05-20-2013
Ryan Edward KanzPNC InvestmentsJ.P. Morgan Securities LLC05-02-2013
Joseph A Pinciaro Jr.PNC InvestmentsJ.P. Morgan Securities LLC05-01-2013

Showing 1 to 24 of 24 entries

Page 1

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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