Advisers on the Move TEST

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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vicki PaceCitizens Securities, Inc.M&T Securities, Inc.01-05-2009
Thomas Paul WisinskiCitizens Securities, Inc.Edward Jones01-12-2009
Jason Dennis HarkenCitizens Securities, Inc.PNC Investments$10001-29-2009
Ronald Edward Talley Jr.Citizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-09-2009
Robert Lee DurhamCitizens Securities, Inc.Morgan Stanley & Co. LLC$50003-23-2009
Eric John DochertyCitizens Securities, Inc.PNC Investments$10004-20-2009
Steven Douglas WilliamsCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15005-04-2009
Matthew Shreve CollierCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2009
William Steven LarkoCitizens Securities, Inc.Natcity Investments, Inc.$25005-11-2009
Charles William White Jr.Citizens Securities, Inc.Natcity Investments, Inc.05-26-2009
Michael Santifort Jr.Citizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15006-08-2009
Travis Matthew AllredCitizens Securities, Inc.PNC Investments07-01-2009
Nicholas Curinga IIICitizens Securities, Inc.Natcity Investments, Inc.$25008-10-2009
Jason Edward KobilkaCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2009
Lenny SalvatorelliCitizens Securities, Inc.PNC Investments12-01-2009
Zane Jason MichalskiCitizens Securities, Inc.PNC Investments$10012-21-2009
Douglas John McdermottCitizens Securities, Inc.Edward Jones12-21-2009
Gilbert Christopher CrewsCitizens Securities, Inc.TD Ameritrade, Inc.01-11-2010
Gerald Robert RoseCitizens Securities, Inc.M&T Securities, Inc.$25001-20-2010
Rory Bennett GlennCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-26-2010
John Joseph FitzgeraldCitizens Securities, Inc.Chase Investment Services Corp.$10002-01-2010
Edward Michael Swan IICitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-01-2010
Brian Thomas WilliamsCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-17-2010
Peter Anthony AugustineCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10002-22-2010
Sean Patrick BuchananCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-22-2010
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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.