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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Danielle C. PattersonCitizens Securities, Inc.PNC Investments12-11-2014
Danny Jay Buesing Jr.Citizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2020
Darwin J SmithCitizens Securities, Inc.Edward Jones01-30-2020
David Alexander RunyonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2017
David B. EvansCitizens Securities, Inc.PNC Investments03-22-2016
David Benjamin BiggerCitizens Securities, Inc.LPL Financial LLC12-09-2015
David Crawford BushCitizens Securities, Inc.PNC Investments04-29-2016
David Joseph AllonCitizens Securities, Inc.MetLife Securities Inc.$2506-04-2015
David Macleod KleinCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-04-2020
David Marcelo GuerraCitizens Securities, Inc.PNC Investments04-20-2015
David Michael JosephCitizens Securities, Inc.PNC Investments$5012-04-2014
David OxleyCitizens Securities, Inc.Morgan Stanley04-28-2014
David Robert JuergensCitizens Securities, Inc.M&T Securities, Inc.08-01-2011
David Robert McGinleyCitizens Securities, Inc.Uvest Financial Services Group, Inc.11-01-2010
Dean Brandon HasenCitizens Securities, Inc.PNC Investments07-31-2017
Deena Michelle KobrinCitizens Securities, Inc.Next Financial Group, Inc.12-14-2017
Dennis Lee Gump Jr.Citizens Securities, Inc.Investors Capital Corp.09-30-2013
Dennis Louis PicconeCitizens Securities, Inc.PNC Investments05-02-2017
Derrick J. ArnoldCitizens Securities, Inc.CUSO Financial Services, L.P.01-07-2019
Devon Goggin RobinsonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2017
Domenico Thomas SciulliCitizens Securities, Inc.PNC Investments$15002-25-2020
Donald Thomas Fetsko Jr.Citizens Securities, Inc.Trustmont Financial Group, Inc.04-25-2017
Douglas E GromCitizens Securities, Inc.Edward Jones01-29-2019
Douglas John McdermottCitizens Securities, Inc.Edward Jones12-21-2009
Duane YoungCitizens Securities, Inc.PNC Investments03-20-2018
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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.