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
Akram Sadat AleahmadUnited Brokerage Services, IncPNC Investments06-13-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Andres M VitalisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments08-15-2013
April Lain-Show WuWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments11-20-2018
Byron Lamont BarnesSunTrust Investment Services, Inc.PNC Investments07-13-2017
Christina Marie BokorAndersenPNC Investments04-18-2018
Christine Marie BarnesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments05-02-2012
Clifton Ray BukowskyPruco Securities, LLC.PNC Investments$50001-22-2016
Cuaduana Paul TerryWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$50009-18-2013
David Austin CostanzoPFS Investments Inc.PNC Investments06-14-2017
David Xuan ChuCitigroup Global Markets Inc.PNC Investments05-11-2015
Eric Scott JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-08-2015
Eric William D'DioInfinex Investments, Inc.PNC Investments$50011-01-2013
Fatima A El-HageSunTrust Investment Services, Inc.PNC Investments06-26-2013
Franklin Alfonso Romero HillSunTrust Investment Services, Inc.PNC Investments$25007-17-2014
Fulton BridgesNavy Federal Brokerage Services, LLCPNC Investments08-20-2018
Glen Adair TylerSunTrust Investment Services, Inc.PNC Investments$25004-05-2010
Grant Robert ZaunerSunTrust Investment Services, Inc.PNC Investments08-02-2016
Ian Thomas PrymakLPL Financial LLCPNC Investments$10007-23-2009
James Alan FrangenbergM&T Securities, Inc.PNC Investments$50009-27-2018
John Sheldon Bell Sr.SunTrust Investment Services, Inc.PNC Investments03-11-2011
Jonathan Edward BjoringSunTrust Investment Services, Inc.PNC Investments09-06-2019
Jonathan Edward MullinsLPL Financial LLCPNC Investments09-13-2012
Jonathan Ryan GermanoHSBC Securities (USA) Inc.PNC Investments08-03-2017
Jonathan Scott ButterfieldSunTrust Investment Services, Inc.PNC Investments12-19-2014
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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.