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
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
Michael G. LiskayKey Investment Services LLCFifth Third Securities, Inc.08-15-2018
Melissa Anne DavisKey Investment Services LLCPNC Investments08-15-2018
Nicholas Paul CosentinoKey Investment Services LLCPruco Securities, LLC.08-14-2018

Showing 1 to 15 of 15 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.