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
Joseph Michael KuzmankoPNC InvestmentsCitizens Securities, Inc.08-21-2020
Nicole Marie AndreFidelity Brokerage Services LLCCitizens Securities, Inc.08-18-2020
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Barry William CoursonAmeriprise Financial Services, LLCCitizens Securities, Inc.08-17-2020
Michael Andrew CecchineJ.P. Morgan Securities LLCCitizens Securities, Inc.08-10-2020
Emily B. FernbergerRaymond James & Associates, Inc.Citizens Securities, Inc.$2508-06-2020
Glenn Andrew GardinerFidelity Brokerage Services LLCCitizens Securities, Inc.07-21-2020
Eric Brandon NaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-15-2020
Martha J. GillespiePNC InvestmentsCitizens Securities, Inc.04-14-2020
Garrett Gustave GilletteCUNA Brokerage Services, Inc.Citizens Securities, Inc.04-06-2020
James C. CoughlinSantander Securities LLCCitizens Securities, Inc.04-03-2020
Craig Francis GrenciPNC InvestmentsCitizens Securities, Inc.03-18-2020
Akich Hasani WhiteSantander Securities LLCCitizens Securities, Inc.03-04-2020
Joseph VeaseyThrive Capital Management, LLCCitizens Securities, Inc.03-02-2020
Devon Goggin RobinsonRaymond James Financial Services, Inc.Citizens Securities, Inc.$5002-24-2020
Jason Brian MastersJ.P. Morgan Securities LLCCitizens Securities, Inc.02-18-2020
Patrick HoranKey Investment Services LLCCitizens Securities, Inc.02-18-2020
Duane YoungPNC InvestmentsCitizens Securities, Inc.01-28-2020
Nicholas Patrick SmutneyPNC InvestmentsCitizens Securities, Inc.01-24-2020
Yumei HuangJ.P. Morgan Securities LLCCitizens Securities, Inc.01-10-2020
John P. Davitt IVLPL Financial LLCCitizens Securities, Inc.$15001-06-2020
Jeffrey Austin GottfriedWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-24-2019
Gina Marie Bert-ZattoKey Investment Services LLCCitizens Securities, Inc.12-20-2019
Gentian PlakuPNC InvestmentsCitizens Securities, Inc.12-03-2019
Next Page »

Showing 1 to 25 of 204 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.