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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Martha Lynn Grimshaw-KillianPNC InvestmentsPruco Securities, LLC.01-09-2019
Benjamin Hayden PearcePNC InvestmentsPNC Investments01-03-2019
Kristen L. ByrdPNC InvestmentsPNC Investments12-19-2018
Robert LanePNC InvestmentsCetera Investment Services LLC12-18-2018
Lauren Elizabeth SpigelmyerPNC InvestmentsPNC Investments12-17-2018
John Joseph MoriartyPNC InvestmentsPruco Securities, LLC.12-11-2018
Vincent Dennette RatliffPNC InvestmentsM&T Securities, Inc.12-07-2018
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
Michael Ryan LovellPNC InvestmentsPNC Investments12-06-2018
Nicholas J. HessePNC InvestmentsKey Investment Services LLC12-06-2018
Edmond DimashiPNC InvestmentsPNC Investments12-04-2018
David Alan HerbeckPNC InvestmentsSigma Financial Corporation12-03-2018
Joseph HubbardPNC InvestmentsMML Investors Services, LLC11-29-2018
Elias J. MellulPNC InvestmentsLeumi Investment Services Inc.11-23-2018
Melodie Jermont RoachPNC InvestmentsPNC Investments11-15-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC11-05-2018
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
Brian M. HaschkePNC InvestmentsKey Investment Services LLC09-27-2018
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
John Thomas BalestreirePNC InvestmentsE*TRADE Capital Management, LLC09-12-2018
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Showing 1 to 25 of 93 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.