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
Abraham Jay SalinasJ.P. Morgan Securities LLCThe Huntington Investment Company04-11-2019
Lynne Ellen RuleKey Investment Services LLCThe Huntington Investment Company12-24-2018
Julia L. PhillipsonNorthwestern Mutual Investment Services, LLCThe Huntington Investment Company11-06-2018
Christopher T WestMutual of America Securities LLCThe Huntington Investment Company08-02-2018
Brian Anthony WujcikKey Investment Services LLCThe Huntington Investment Company09-14-2017
Kathleen Victoria ElrodThe Huntington Investment CompanyThe Huntington Investment Company06-08-2017
Nicholas Euston PenceKey Investment Services LLCThe Huntington Investment Company05-03-2017
Roger Matthew WaytInvestment Professionals, Inc.The Huntington Investment Company10-24-2016
Christopher D. MerrillKey Investment Services LLCThe Huntington Investment Company09-19-2016
Matthew Scott ToneyKey Investment Services LLCThe Huntington Investment Company08-04-2016
Vernon Douglas Isaacs IIICetera Investment Services LLCThe Huntington Investment Company11-27-2015
James J. DupireOneAmerica Securities, Inc.The Huntington Investment Company10-06-2015
Ashley D. HallWells Fargo Advisors Financial Network, LLCThe Huntington Investment Company08-14-2015
Brian L. ShortTD Ameritrade Investment Management, LLCThe Huntington Investment Company04-06-2015
Aaron Scott RheaumeWorld Equity Group, Inc.The Huntington Investment Company03-17-2015
Jose Antonio PerezMutual of America Securities LLCThe Huntington Investment Company11-01-2014
Laura Holly Rozek-DillKey Investment Services LLCThe Huntington Investment Company09-11-2014
Stephanie Leigh RussellKey Investment Services LLCThe Huntington Investment Company08-05-2014
Matthew Nolen ArthurJ.P. Morgan Securities LLCThe Huntington Investment Company$10003-03-2014
Jennifer Marie SmithVALIC Financial Advisors, Inc.The Huntington Investment Company02-03-2014
Natalie J. MerkleyLPL Financial LLCThe Huntington Investment Company01-21-2014
Shaun Marie IrwinJ.P. Morgan Securities LLCThe Huntington Investment Company12-09-2013
Richard Dale GrahamJ.P. Morgan Securities LLCThe Huntington Investment Company07-08-2013
Todd I. PolackinRaymond James & Associates, Inc.The Huntington Investment Company05-03-2013
Kevin Demond FarrisTransamerica Financial Advisors, IncThe Huntington Investment Company12-06-2012
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Showing 1 to 25 of 34 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.