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
Thomas J Welsh Jr.PNC InvestmentsPNC Funds Distributor, LLC12-04-2019
Souheil Hassib ChalhoubPNC InvestmentsFifth Third Securities, Inc.11-25-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Jason Linizia RiddlePNC InvestmentsThe Huntington Investment Company10-17-2019
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
Jared Dean RobertsonPNC InvestmentsCharles Schwab & Co., Inc.09-17-2019
Cherie N. CurryPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
James Michael Frado Jr.PNC InvestmentsProEquities, Inc.05-30-2019
Nicholas J. HessePNC InvestmentsKey Investment Services LLC12-06-2018
Joseph Frank GrimsicPNC InvestmentsMML Investors Services, LLC05-15-2018
Richard K. DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Thomas Edward FinleyPNC InvestmentsMorgan Stanley02-26-2018
Catherine Jiehae KimPNC InvestmentsNYLIFE Securities LLC02-23-2018
Chad E. SchlehPNC InvestmentsCitizens Securities, Inc.02-23-2018
Charles Jasper Slany Jr.PNC InvestmentsThe Huntington Investment Company01-24-2018
Jason A BlackburnPNC InvestmentsWesBanco Securities, Inc.01-23-2018
Roger Edward GodinPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)12-05-2017
Ryan Stuart VanderschaegenPNC InvestmentsThe Huntington Investment Company11-22-2017
Ryan Francis WhitePNC InvestmentsCitizens Securities, Inc.11-16-2017
Jeremy HolsteinPNC InvestmentsEdward Jones11-13-2017
Zachary StillmanPNC InvestmentsCetera Advisor Networks LLC11-13-2017
Michele Kathleen JohnsonPNC InvestmentsRaymond James Financial Services, Inc.10-13-2017
Next Page »

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.


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