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
Jerelyn Lee PrasserThe Huntington Investment CompanyPNC Investments07-31-2018
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments$10008-01-2018
Reggie Jerome TurnerEK Riley Investments, LLCPNC Investments$15008-03-2018
Shelley Renee ConeybeerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-10-2018
Jasmin Tesse La-Rue WaddellMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15008-15-2018
David A. BachaThe Huntington Investment CompanyPNC Investments08-15-2018
Stephen Kyle MalekThe Huntington Investment CompanyPNC Investments08-15-2018
Joel M. FiscusFisher InvestmentsPNC Investments08-15-2018
Melissa Anne DavisKey Investment Services LLCPNC Investments08-15-2018
Susan FarlowUBS Financial Services Inc.PNC Investments08-16-2018
Bryan Edward JonesJ.P. Morgan Securities LLCPNC Investments08-17-2018
Robert Michael OddoCitizens Securities, Inc.PNC Investments08-20-2018
Fulton BridgesNavy Federal Brokerage Services, LLCPNC Investments08-20-2018
Kevin Daniel HonanJ.P. Morgan Securities LLCPNC Investments08-24-2018
Shawn David PearsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)PNC Investments$15008-28-2018
Maria Lilian SerrahimaCitizens Securities, Inc.PNC Investments08-29-2018
Jeffrey Stephen GlassgoldChurchill Management GroupPNC Investments08-29-2018
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Tyler LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-10-2018
Mark Chesley SvensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15009-12-2018
Otis Bernard EllisJ.P. Morgan Securities LLCPNC Investments$15009-14-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Daniel Colgan RileyStifel, Nicolaus & Company, IncorporatedPNC Investments09-18-2018
Brian James HarrasJ.P. Morgan Securities LLCPNC Investments$10009-19-2018
Next Page »

Showing 1 to 25 of 118 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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