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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Duane YoungPNC InvestmentsCitizens Securities, Inc.01-28-2020
Kyle W. AxelsonPNC InvestmentsNorthwestern Mutual Investment Services, LLC12-06-2019
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.$10003-21-2019
Michael Peter MartinPNC InvestmentsVALIC Financial Advisors, Inc.01-23-2019
Terry Sanctis, Zach SanctisPNC InvestmentsHilliard Lyons$18711-13-2018
Charles MolloyPNC InvestmentsTD Ameritrade, Inc.10-09-2018
Daniel RileyPNC InvestmentsStifel, Nicolaus & Company, Incorporated$3509-25-2018
David Martin GarresPNC InvestmentsPruco Securities, LLC.$25009-14-2018
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Ignacio Alberto BartolomeiPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-04-2018
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Jordan StasinowskyPNC InvestmentsAXA Advisors, LLC05-11-2018
Andrew Paul HerbertPNC InvestmentsPrincipal Securities, Inc.$10004-17-2018
Brent Edward CoughenourPNC InvestmentsMML Investors Services, LLC03-15-2018
Patrick Stephen MullenPNC InvestmentsKey Investment Services LLC02-15-2018
Marcus Stephen SnowPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50002-01-2018
Robert Thomas SmalanskasPNC InvestmentsWaddell & Reed02-01-2018
Thomas Scott TurnbullPNC InvestmentsAllegheny Investments, Ltd.01-10-2018
Robert Michael OddoPNC InvestmentsNYLIFE Securities LLC01-04-2018
Brian Mark HannaPNC InvestmentsAXA Advisors, LLC12-19-2017
Jason Alan FowkesPNC InvestmentsCitizens Securities, Inc.12-15-2017
Peter Hilles GauntPNC InvestmentsCitizens Securities, Inc.12-12-2017
Next Page »

Showing 1 to 25 of 324 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.


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