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
Teron Lejuane CarterUBS Financial Services Inc.PNC Investments$15009-15-2020
Thomas Alan TaylorAmeriprise Financial Services, LLCPNC Investments07-24-2020
Zachary ShepardThe Huntington Investment CompanyPNC Investments03-06-2020
Sol H ChalhoubCitizens Securities, Inc.PNC Investments02-18-2020
Jason Aaron YoungPruco Securities, LLC.PNC Investments02-04-2020
Ryan M GreenhillThe Huntington Investment CompanyPNC Investments01-08-2020
Rebekah Suzanne KigerThe Retirement Guys FormulaPNC Investments12-06-2019
Ronald Eugene CarrollMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15010-25-2019
Robert Anderson Turner IIWells Fargo Advisors Financial Network, LLCPNC Investments10-15-2019
Kevin H GayAllstate Financial Services, LLCPNC Investments09-20-2019
Kimberly Sue WeithmanLPL Financial LLCPNC Investments08-09-2019
Frank N HotzeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-26-2019
Ankit P PatelKey Investment Services LLCPNC Investments04-16-2019
Christina E Elin-RogersThe Huntington Investment CompanyPNC Investments03-22-2019
Theresa Ann SchmotzerCetera Advisor Networks LLCPNC Investments02-28-2019
Edward M SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Jeff Claude BonhommeJ.P. Morgan Securities LLCPNC Investments$15002-22-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Elizabeth Ann AdkinsMorgan StanleyPNC Investments02-12-2019
Alan Charles KoncalU.S. Bancorp Investments, Inc.PNC Investments02-07-2019
Brian M SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Anthony J RomeSequoia Financial Group, L.L.C.PNC Investments01-15-2019
Anthony A GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
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Showing 1 to 25 of 151 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.