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
Joseph Michael KuzmankoPNC InvestmentsCitizens Securities, Inc.08-21-2020
Martha J. GillespiePNC InvestmentsCitizens Securities, Inc.04-14-2020
Craig Francis GrenciPNC InvestmentsCitizens Securities, Inc.03-18-2020
Thomas Joseph McAnenyPNC InvestmentsUSAA Investment Management Company02-28-2020
Janet Elaine GubanicPNC InvestmentsWesBanco Securities, Inc.02-07-2020
Michael Charles FitzgeraldPNC InvestmentsRiverSource Distributors, Inc.$10002-04-2020
Christopher Thomas JohnsonPNC InvestmentsAXA Advisors, LLC01-29-2020
Duane YoungPNC InvestmentsCitizens Securities, Inc.01-28-2020
Nicholas Patrick SmutneyPNC InvestmentsCitizens Securities, Inc.01-24-2020
Kyle W. AxelsonPNC InvestmentsNorthwestern Mutual Investment Services, LLC12-06-2019
David Robert WeigandPNC InvestmentsEdward Jones12-04-2019
Gentian PlakuPNC InvestmentsCitizens Securities, Inc.12-03-2019
Jonathan Randall VernacchioPNC InvestmentsLPL Financial LLC11-05-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Derek Duhon FinneyPNC InvestmentsHefren-Tillotson, Inc.08-19-2019
Albert Joseph HopkinsPNC InvestmentsPruco Securities, LLC.03-21-2019
Michael Peter MartinPNC InvestmentsVALIC Financial Advisors, Inc.01-23-2019
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
Melodie Jermont RoachPNC InvestmentsPNC Investments11-15-2018
Charles MolloyPNC InvestmentsTD Ameritrade, Inc.10-09-2018
Brian M. HaschkePNC InvestmentsKey Investment Services LLC09-27-2018
David Martin GarresPNC InvestmentsPruco Securities, LLC.$25009-14-2018
John Thomas BalestreirePNC InvestmentsE*TRADE Capital Management, LLC09-12-2018
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
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Showing 1 to 25 of 347 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.