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
Shannon J. BauerFifth Third Securities, Inc.WesBanco Securities, Inc.09-09-2016
John Joseph GrauseFifth Third Securities, Inc.WesBanco Securities, Inc.08-12-2014
Erica Leigh Acheson-DunayFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-06-2015
George A. Von ZedlitzFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10001-05-2015
SOL H CHALHOUBFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-14-2012
Robert Lee HopkinsFifth Third Securities, Inc.W&S Brokerage Services, Inc.08-07-2015
Erik Daniel MischkaFifth Third Securities, Inc.W&S Brokerage Services, Inc.07-31-2013
THOMAS MICHAEL WISEMANFifth Third Securities, Inc.W&S Brokerage Services, Inc.08-15-2012
Erin E. AdamsFifth Third Securities, Inc.UBS Financial Services Inc.02-26-2018
Charles Ralph ShawFifth Third Securities, Inc.UBS Financial Services Inc.$10002-27-2013
Denes Joseph Chapo IIIFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$50007-28-2017
Daniel Kenneth MidgleyFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.07-28-2017
Jeremy Christopher GatesFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$25009-07-2012
Feraas Isa SuleymanFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$50001-03-2012
David Robert JunkerFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$10012-06-2010
Tonya Suzanne HammondsFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.04-24-2010
Eric Daniel GraberFifth Third Securities, Inc.TIAA-CREF Individual & Institutional Services, LLC11-22-2016
James Jules Davis IIFifth Third Securities, Inc.TIAA-CREF Individual & Institutional Services, LLC$10007-12-2011
Eric William SchwarzFifth Third Securities, Inc.TIAA-CREF Individual & Institutional Services, LLC$50007-05-2011
Mark William LongFifth Third Securities, Inc.Thrivent Investment Management Inc.$25007-09-2014
Thomas Charles RennegarbeFifth Third Securities, Inc.The O.N. Equity Sales Company08-28-2013
Brian S. AdamsFifth Third Securities, Inc.The Huntington Investment Company12-12-2019
Samuel Alejandro RamirezFifth Third Securities, Inc.The Huntington Investment Company11-15-2019
Lorenzo AtkinsFifth Third Securities, Inc.The Huntington Investment Company04-29-2019
Zachary David MillerFifth Third Securities, Inc.The Huntington Investment Company05-24-2018
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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.