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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick Charles ObrienPNC InvestmentsAllianceBernstein L.P.03-13-2013
Eric James PalomoPNC InvestmentsAllstate Financial Services, LLC09-18-2013
Ryan Christopher ColePNC InvestmentsAllstate Financial Services, LLC01-10-2011
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Robert Charles GorePNC InvestmentsAmeriprise Financial Services, Inc.$10004-14-2015
William Bartholomew Von HoenePNC InvestmentsAmeriprise Financial Services, Inc.$10001-16-2014
Allen William DenglerPNC InvestmentsAXA Advisors, LLC07-31-2017
Brian Richard TaftPNC InvestmentsAXA Advisors, LLC06-07-2017
Susan M FarlowPNC InvestmentsAXA Advisors, LLC08-12-2016
Kevin Michael CarlinPNC InvestmentsAXA Advisors, LLC05-14-2015
Richard Nicholas GandolfoPNC InvestmentsAXA Advisors, LLC$15009-29-2014
Taylor Kent ColePNC InvestmentsAXA Advisors, LLC03-06-2013
Eric L. SanowPNC InvestmentsAXA Advisors, LLC07-29-2011
Brittany C. BachePNC InvestmentsAXA Advisors, LLC06-13-2011
Brian Douglas GadomskiPNC InvestmentsAXA Advisors, LLC06-03-2011
Ryan Matthew KeenanPNC InvestmentsAXA Advisors, LLC05-02-2011
Andrew Lee ArehartPNC InvestmentsAXA Advisors, LLC01-20-2011
Nate Thomas HolleyPNC InvestmentsAXA Advisors, LLC06-10-2010
Gregory T ShepkaPNC InvestmentsAXA Advisors, LLC04-12-2010
Matthew Rola StahlPNC InvestmentsAXA Advisors, LLC03-08-2010
Jeffery Matthew BradleyPNC InvestmentsCambridge Investment Research, Inc.07-11-2017
Michael Thomas Durachinsky Jr.PNC InvestmentsCentury Securities Associates, Inc.06-26-2013
Zachary StillmanPNC InvestmentsCetera Advisor Networks LLC11-13-2017
Arick Ronald HedinPNC InvestmentsCetera Advisor Networks LLC$10009-02-2015
Jared Dean RobertsonPNC InvestmentsCharles Schwab & Co., Inc.09-17-2019
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Showing 1 to 25 of 291 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.