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
David Martin WelshKey Investment Services LLCCitizens Securities, Inc.08-27-2020
Bonnie Nicoletta CannonKey Investment Services LLCThe Huntington Investment Company02-27-2020
Daniel Wright HarrisKey Investment Services LLCCitizens Securities, Inc.12-11-2019
Nathaniel Robert KnowltonKey Investment Services LLCMML Investors Services, LLC12-11-2019
Matthew Tood SchlarbKey Investment Services LLCThe Huntington Investment Company12-05-2019
Edward T Manning IIIKey Investment Services LLCCitizens Securities, Inc.11-15-2019
Vincent Fabian JulianKey Investment Services LLCPruco Securities, LLC.11-12-2019
Shelly A. ThomasKey Investment Services LLCJ.P. Morgan Securities LLC$15011-08-2019
Nancy Jean NogaKey Investment Services LLCLPL Financial LLC10-17-2019
Matthew D. BurmeisterKey Investment Services LLCKey Investment Services LLC10-16-2019
Matthew James NieschwitzKey Investment Services LLCCitizens Securities, Inc.10-01-2019
Kenneth Merle WillettKey Investment Services LLCPruco Securities, LLC.09-17-2019
Debra B. BlairKey Investment Services LLCOppenheimer & Co. Inc.08-08-2019
Alan SoirefmanKey Investment Services LLCJ.P. Morgan Securities LLC07-17-2019
Nancy J MancusoKey Investment Services LLCCitizens Securities, Inc.06-19-2019
Jacob March SchaeferKey Investment Services LLCPNC Investments06-18-2019
Samuel August FasoneKey Investment Services LLCThe Huntington Investment Company06-17-2019
Omar A OmarKey Investment Services LLCPNC Investments04-08-2019
Joshua Allen SmailKey Investment Services LLCSigma Financial Corporation03-15-2019
Angel Denise KimmelKey Investment Services LLCValMark Securities, Inc.01-14-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Colleen Marie TackettKey Investment Services LLCW&S Brokerage Services, Inc.11-26-2018
Stephen Arthur D'AlessandroKey Investment Services LLCPNC Investments10-30-2018
Schawn Patrick ConnerKey Investment Services LLCThe Huntington Investment Company10-25-2018
Steven Francisco CallejasKey Investment Services LLCCitizens Securities, Inc.08-27-2018
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Showing 1 to 25 of 214 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.