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
Timothy J KoesterU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$1,00006-08-2018
Jeremy Beauregard SloanU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC12-30-2011
Jeffrey Scott HuntU.S. Bancorp Investments, Inc.W&S Brokerage Services, Inc.$2508-01-2018
Michael Andrew BrandonU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.03-27-2017
Kristin Lauri MullinsU.S. Bancorp Investments, Inc.The Huntington Investment Company02-22-2017
Marie Annette AzbillU.S. Bancorp Investments, Inc.The Huntington Investment Company03-16-2011
Ronald Edward BrickmanU.S. Bancorp Investments, Inc.The Huntington Investment Company11-01-2010
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Sean Patrick CurtisU.S. Bancorp Investments, Inc.PNC Investments05-30-2018
Marc Clarence ZarzyckiU.S. Bancorp Investments, Inc.PNC Investments05-02-2018
Adam Peter MessmerU.S. Bancorp Investments, Inc.PNC Investments10-20-2016
Jerod A. TiltonU.S. Bancorp Investments, Inc.PNC Investments09-30-2016
Timothy A AlfordU.S. Bancorp Investments, Inc.PNC Investments07-29-2016
Dustin Craig UngerU.S. Bancorp Investments, Inc.PNC Investments$10007-08-2015
Gus James MarzavasU.S. Bancorp Investments, Inc.PNC Investments$5001-06-2014
Philip Darryl EtlingU.S. Bancorp Investments, Inc.PNC Investments05-30-2013
Philip Matthew MercioU.S. Bancorp Investments, Inc.PNC Investments$5009-07-2010
Justin A. BrockU.S. Bancorp Investments, Inc.PNC Investments$2507-05-2010
Mark Andrew PaskowskiU.S. Bancorp Investments, Inc.PNC Investments04-12-2010
Richard Carl SextonU.S. Bancorp Investments, Inc.MetLife Securities Inc.$2502-02-2017
Terry E. Davis Jr.U.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-28-2013
Kathy Lee SmithU.S. Bancorp Investments, Inc.Key Investment Services LLC10-23-2017
Michael Allen Curley Jr.U.S. Bancorp Investments, Inc.Key Investment Services LLC12-19-2016
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Showing 1 to 25 of 41 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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