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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alfredo G. ZunigaCetera Investment Services LLCPNC Investments01-08-2019
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Anthony A. GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Crystal M. LanceMidwestern Securities Trading Company, LLCPNC Investments01-02-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Timothy J. BriddesCitizens Securities, Inc.PNC Investments12-19-2018
Kristen L. ByrdPNC InvestmentsPNC Investments12-19-2018
Peter J. DenningWells Fargo Clearing Services, LLCPNC Investments12-18-2018
Charles Wesley Conkling IVWells Fargo Clearing Services, LLCPNC Investments12-18-2018
Wesley Joseph McGuginCitizens Securities, Inc.PNC Investments12-17-2018
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
James Francis KruseNYLIFE Securities LLCPNC Investments12-17-2018
Aric Michael HarrisFisher InvestmentsPNC Investments12-14-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Michael Ryan LovellPNC InvestmentsPNC Investments12-06-2018
Robert P. Hanner Jr.Wells Fargo Clearing Services, LLCPNC Investments$2512-06-2018
Edmond DimashiPNC InvestmentsPNC Investments12-04-2018
Brian Patrick MarionFisher InvestmentsPNC Investments12-04-2018
Francis Bartlett Whitehouse IIIAXA Advisors, LLCPNC Investments12-03-2018
John Joseph Cahill IVWells Fargo Clearing Services, LLCPNC Investments$2512-03-2018
Linda Susan WrobelThe Huntington Investment CompanyPNC Investments11-30-2018
Joshua Edward MeyerCitizens Securities, Inc.PNC Investments11-30-2018
Rebecca Hern MannWesBanco Securities, Inc.PNC Investments$2511-30-2018
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Showing 1 to 25 of 227 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.