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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Jonathan David KerstetterPNC InvestmentsEdward Jones08-12-2016
William Arthur GellmanPNC InvestmentsEdward Jones06-10-2016
Michael Theodore IannuzziPNC InvestmentsEdward Jones$15011-10-2015
Stephen Thomas HadadPNC InvestmentsEdward Jones03-09-2015
Matthew Ryan ShortPNC InvestmentsEdward Jones02-26-2015
Kacey Jean NorthrupPNC InvestmentsEdward Jones07-28-2014
Adam Tucker BoycePNC InvestmentsEdward Jones11-15-2013
Skylar Harrison RiddlePNC InvestmentsEdward Jones05-06-2013
Kenneth J. ScrimaPNC InvestmentsEdward Jones11-13-2012
Jared Michael McdonaldPNC InvestmentsEdward Jones08-26-2011
Danielle Christina PattersonPNC InvestmentsEdward Jones$25007-06-2011
Gregory Paul CaprettoPNC InvestmentsEdward Jones06-06-2011
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009

Showing 1 to 17 of 17 entries

Page 1

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.