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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Anthony D'ArienzoKey Investment Services LLCJ.P. Morgan Securities LLC01-29-2015
Anthony Stuart FlemingKey Investment Services LLCJ.P. Morgan Securities LLC08-13-2014
Stela DjuzoKey Investment Services LLCLPL Financial LLC09-21-2016
Richard Lee Church IIIKey Investment Services LLCLPL Financial LLC02-12-2016
Kenneth Francis SchmidleKey Investment Services LLCLPL Financial LLC09-03-2014
John P. MinnilloKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2010
Jeffrey Alan ConyersKey Investment Services LLCMML Investors Services, LLC08-07-2017
Michael D. CarterKey Investment Services LLCNatcity Investments, Inc.01-05-2010
Dean Curtis HustonKey Investment Services LLCNatcity Investments, Inc.11-16-2009
Jahaan M. WileyKey Investment Services LLCNationwide Investment Services Corporation08-26-2015
Maura Morgan MontanaKey Investment Services LLCNorthwestern Mutual Investment Services, LLC02-24-2017
Christian R MooreKey Investment Services LLCNorthwestern Mutual Investment Services, LLC05-11-2016
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
George Matthew GreenertKey Investment Services LLCPNC Investments06-29-2018
Charles R. CroyKey Investment Services LLCPNC Investments03-27-2017
Jonathan Payton LivingstonKey Investment Services LLCPNC Investments07-21-2014
Daniel John StifflerKey Investment Services LLCPNC Investments02-24-2014
Jeremy M. YoungKey Investment Services LLCPNC Investments02-05-2014
Jeffrey Scott BeasleyKey Investment Services LLCPNC Investments04-23-2012
Ronald Roy ZeppernickKey Investment Services LLCPNC Investments07-12-2010
Nicholas Paul CosentinoKey Investment Services LLCPruco Securities, LLC.08-14-2018
Joshua Allen SmailKey Investment Services LLCSigma Financial Corporation03-15-2019
Samuel August FasoneKey Investment Services LLCThe Huntington Investment Company06-17-2019
Chris G. DunkelKey Investment Services LLCThe Huntington Investment Company07-18-2018
Kevin Patrick SmithKey Investment Services LLCThe Huntington Investment Company08-23-2016
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Showing 26 to 50 of 63 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.


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