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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Cody James HartleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2010
Gregory Alan MalcolmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-02-2017
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Justin Peter CarpMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-08-2017
Marcus Stephen SnowMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$5007-19-2018
Obinna Collins EzeifeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-18-2014
Patrick Morgan WiethornMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-26-2017
Robert Eric RosemaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-07-2011

Showing 1 to 10 of 10 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.

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