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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peggy Sue WilsonThe Huntington Investment CompanyFifth Third Securities, Inc.01-10-2019
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Michael David ClarkFirst Citizens Investor Services, Inc.Fifth Third Securities, Inc.$10012-24-2018
Jonathan Steven HayesSecurities America, Inc.Fifth Third Securities, Inc.12-20-2018
Brian William BairdPruco Securities, LLC.Fifth Third Securities, Inc.12-11-2018
Robert P. HaugU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.12-04-2018
Jason PhilippSagePoint Financial, Inc.Fifth Third Securities, Inc.11-07-2018
Timothy John PesterCUSO Financial Services, L.P.Fifth Third Securities, Inc.11-06-2018
Paula RightnowarMidwestern Securities Trading Company, LLCFifth Third Securities, Inc.$25010-19-2018
Rodney John DeckerVALIC Financial Advisors, Inc.Fifth Third Securities, Inc.$50010-08-2018
Brian J. PanzellaSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15009-26-2018
Kimberly R. HyattFirst Citizens Investor Services, Inc.Fifth Third Securities, Inc.09-26-2018
James Patrick WhiteRegulus Advisors, LLCFifth Third Securities, Inc.$50009-07-2018
Tyler Wade StephenLPL Financial LLCFifth Third Securities, Inc.09-07-2018
Tamara A DawsonSecurian Financial Services, Inc.Fifth Third Securities, Inc.09-06-2018
Brian Michael BastienInfinex Investments, Inc.Fifth Third Securities, Inc.$10008-29-2018
Jared Michael CoxU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.08-29-2018
Rebekah Lynn CornellLPL Financial LLCFifth Third Securities, Inc.08-20-2018
Michael G. LiskayKey Investment Services LLCFifth Third Securities, Inc.08-15-2018
Jackie Nicole MeyerLPL Financial LLCFifth Third Securities, Inc.$10008-07-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Quaneita Lynn McateeThe Huntington Investment CompanyFifth Third Securities, Inc.07-31-2018
John Michael GrossCitizens Securities, Inc.Fifth Third Securities, Inc.07-26-2018
Lauri Kim HoweWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Fifth Third Securities, Inc.$10007-16-2018
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Showing 1 to 25 of 48 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 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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