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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Connette La Shawn LongFifth Third Securities, Inc.Chase Investment Services Corp.01-22-2009
Amy Marie LincolnFifth Third Securities, Inc.Chase Investment Services Corp.03-10-2009
Vijay Marcian DilletThe Huntington Investment CompanyChase Investment Services Corp.03-24-2009
William Allie Hurley Jr.MetLife Securities Inc.Chase Investment Services Corp.07-09-2009
Monte Dillard WilderState Farm VP Management Corp.Chase Investment Services Corp.07-20-2009
Isac R. BushFifth Third Securities, Inc.Chase Investment Services Corp.08-17-2009
Jason Christopher WoodruffFifth Third Securities, Inc.Chase Investment Services Corp.08-24-2009
Anthony R. ShrumThe Huntington Investment CompanyChase Investment Services Corp.10-14-2009
Jeffrey J. CoreFifth Third Securities, Inc.Chase Investment Services Corp.10-27-2009
Robert Michael StrygulecFifth Third Securities, Inc.Chase Investment Services Corp.11-27-2009
Theresa Ann MouwThe Huntington Investment CompanyChase Investment Services Corp.12-11-2009
James Patrick RussellLPL Financial LLCChase Investment Services Corp.12-11-2009
Michael Wesley HallWells Fargo Clearing Services, LLCChase Investment Services Corp.$5012-15-2009
Brian Alan CarbaryFifth Third Securities, Inc.Chase Investment Services Corp.01-04-2010
Anthony Michael CollicaMerrill Lynch, Pierce, Fenner & Smith IncorporatedChase Investment Services Corp.05-03-2010
Adam P. SmithFifth Third Securities, Inc.Chase Investment Services Corp.05-18-2010
Dace Andrew DekruifPNC InvestmentsChase Investment Services Corp.06-03-2010
Vera AugustyniakChase Investment Services Corp.Chase Investment Services Corp.07-01-2010
Patrick M. FlemingThe Huntington Investment CompanyChase Investment Services Corp.07-26-2010
Jeff George MeinertThe Huntington Investment CompanyChase Investment Services Corp.08-02-2010
Kevin Joe SimsVALIC Financial Advisors, Inc.Chase Investment Services Corp.08-05-2010
Amy J. Townsend-VanderpoolPNC InvestmentsChase Investment Services Corp.08-12-2010
Richard Jamaal EwingThe Huntington Investment CompanyChase Investment Services Corp.09-01-2010
Todd M HorvathFifth Third Securities, Inc.Chase Investment Services Corp.11-10-2010
Sarah Marie NovakLPL Financial LLCChase Investment Services Corp.11-17-2010
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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.