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
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Christopher James LepageWells Fargo Clearing Services, LLCPNC Investments10-08-2018
Daniel Colgan RileyStifel, Nicolaus & Company, IncorporatedPNC Investments09-18-2018
David Martin GarresCUSO Financial Services, L.P.PNC Investments$25005-29-2019
Devin Renay KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-31-2019
Dmitriy BudilovMercer Allied Company, L.P.PNC Investments01-16-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Jennifer S. GreeneLPL Financial LLCPNC Investments04-23-2019
Jonathan A. HilemanKey Investment Services LLCPNC Investments03-27-2019
Jonathan Randall VernacchioLPL Financial LLCPNC Investments09-24-2018
Joseph L. ArndtMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-16-2019
Joshua Edward MeyerCitizens Securities, Inc.PNC Investments11-30-2018
Justin Gregory ClarkEquity Services, Inc.PNC Investments01-25-2019
Kenneth Wayne Houser Jr.Citizens Securities, Inc.PNC Investments09-27-2018
Kyle W. AxelsonNorthwestern Mutual Investment Services, LLCPNC Investments01-15-2019
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
Leonard Pasquale DebonaCitizens Securities, Inc.PNC Investments$15011-14-2018
Loren Paul FiffikRaymond James Financial Services, Inc.PNC Investments$5004-25-2019
Maria L. SerrahimaCitizens Securities, Inc.PNC Investments08-29-2018
Mark Chrstopher ZonnoPruco Securities, LLC.PNC Investments$15002-11-2019
Melodie Jermont RoachPNC InvestmentsPNC Investments11-15-2018
Michen V SirleafTD Ameritrade Investment Management, LLCPNC Investments04-24-2019
Nathan Ryan GarciaRaymond James Financial Services, Inc.PNC Investments$15003-07-2019
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Showing 1 to 25 of 35 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.