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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
David Martin GarresCUSO Financial Services, L.P.PNC Investments$25005-29-2019
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
Michen V SirleafTD Ameritrade Investment Management, LLCPNC Investments04-24-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Nathan Ryan GarciaRaymond James Financial Services, Inc.PNC Investments$15003-07-2019
Mark Chrstopher ZonnoPruco Securities, LLC.PNC Investments$15002-11-2019
Leonard Pasquale DebonaCitizens Securities, Inc.PNC Investments$15011-14-2018
Terry Sanctis, Zach SanctisHilliard LyonsPNC Investments$18711-13-2018
Patrick Stephen MullenCetera Investment Services LLCPNC Investments10-21-2018
Robert Eric RosemaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Daniel RileyStifel, Nicolaus & Company, IncorporatedPNC Investments$3509-25-2018
Jonathan Randall VernacchioLPL Financial LLCPNC Investments09-24-2018
Terence Edmond SanctisJ.J.B. Hilliard, W.L. Lyons, LLCPNC Investments$15009-19-2018
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Shawn David PearsonWells Fargo Clearing Services, LLCPNC Investments$15008-28-2018
Robert Michael OddoCitizens Securities, Inc.PNC Investments08-20-2018
Marcus Stephen SnowMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$5007-19-2018
Craig A. MooreCambridge Investment Research, Inc.PNC Investments$1706-29-2018
Ramy Raafat IskandarSantander Securities LLCPNC Investments06-28-2018
Sean Patrick LoreCitizens Securities, Inc.PNC Investments04-18-2018
Duane YoungCitizens Securities, Inc.PNC Investments03-20-2018
John Kelly SchaeferThe Huntington Investment CompanyPNC Investments$10003-05-2018
Matthew L. IgusHSBC Securities (USA) Inc.PNC Investments02-27-2018
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Showing 1 to 25 of 148 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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