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
Martha Lynn Grimshaw-KillianPNC InvestmentsPruco Securities, LLC.01-09-2019
Robert LanePNC InvestmentsCetera Investment Services LLC12-18-2018
John Joseph MoriartyPNC InvestmentsPruco Securities, LLC.$112-11-2018
Vincent Dennette RatliffPNC InvestmentsM&T Securities, Inc.$112-07-2018
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
David Alan HerbeckPNC InvestmentsSigma Financial Corporation12-03-2018
Joseph York HubbardPNC InvestmentsMML Investors Services, LLC11-29-2018
Kevin Michael FurrPNC InvestmentsFirst Citizens Investor Services, Inc.11-28-2018
Elias James MellulPNC InvestmentsLeumi Investment Services Inc.11-23-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Jason Edward ChurchPNC InvestmentsSantander Securities LLC10-29-2018
Andrew Hartselle MearsPNC InvestmentsUBS Financial Services Inc.10-15-2018
Charles MolloyPNC InvestmentsTD Ameritrade, Inc.10-09-2018
Utkarsha BanerjeePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2018
Mitchel Maldonado LopezPNC InvestmentsThrivent Investment Management Inc.09-18-2018
David Martin GarresPNC InvestmentsPruco Securities, LLC.$25009-14-2018
ANTHONY J ROMEPNC InvestmentsHarwood Advisory Group, LLC08-27-2018
Edwin James Pinigis IIIPNC InvestmentsDavenport & Company LLC08-17-2018
Christopher Scott JanusekPNC InvestmentsCetera Investment Services LLC08-15-2018
Gregory Allen HutchesonPNC InvestmentsScottrade, Inc.08-03-2018
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Charles Shahoud Hanna IIIPNC InvestmentsSunTrust Investment Services, Inc.07-13-2018
Jason Thomas GrantPNC InvestmentsMML Investors Services, LLC06-19-2018
Ignacio Alberto BartolomeiPNC InvestmentsWells Fargo Clearing Services, LLC06-04-2018
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Showing 1 to 25 of 70 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.


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