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
Ashley Marie PockrandtLPL Financial LLCThe Huntington Investment Company02-18-2020
Lisa Ann ImbrunnoneEdward JonesThe Huntington Investment Company01-31-2020
Bryce A. CadwalladerInfinex Investments, Inc.The Huntington Investment Company01-10-2020
Joseph Tedy SoyadCitizens Securities, Inc.The Huntington Investment Company11-10-2019
Jessica Marylouise PikeNYLIFE Securities LLCThe Huntington Investment Company09-13-2019
Mandi L. ShellenbargerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company08-02-2019
Michael Joseph JohnsonLPL Financial LLCThe Huntington Investment Company08-01-2019
Caleb Christopher DuckworthFifth Third Securities, Inc.The Huntington Investment Company07-03-2019
Jennifer KiefferCitizens Securities, Inc.The Huntington Investment Company05-30-2019
Terry Allen BonnettConcorde Investment Services, LLCThe Huntington Investment Company05-22-2019
Lynne RolfeFarmers Financial Solutions, LLCThe Huntington Investment Company03-29-2019
Darron SistrunkKey Investment Services LLCThe Huntington Investment Company03-28-2019
Kimberly Ann PhelpsRaymond James Financial Services, Inc.The Huntington Investment Company$5003-04-2019
Sarah WooleverRaymond James Financial Services, Inc.The Huntington Investment Company03-04-2019
Amy J. Townsend-VanderpoolCetera Advisor Networks LLCThe Huntington Investment Company03-01-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Melissa A. BellCitizens Securities, Inc.The Huntington Investment Company12-18-2018
Marissa Cabel VandenbergJ.P. Morgan Securities LLCThe Huntington Investment Company12-13-2018
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company08-30-2018
Daniel Joseph FradetteCitizens Securities, Inc.The Huntington Investment Company08-13-2018
Michael Victor AwwadFifth Third Securities, Inc.The Huntington Investment Company$15008-08-2018
Beth Ann Rough-MarshFifth Third Securities, Inc.The Huntington Investment Company07-18-2018
Lewis Marlin RoweCitizens Securities, Inc.The Huntington Investment Company$1004-25-2018
Robert Alan StockoskiLPL Financial LLCThe Huntington Investment Company$2503-20-2018
James Aldo ParkerJ.P. Morgan Securities LLCThe Huntington Investment Company03-15-2018
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Showing 1 to 25 of 107 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.