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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Dale MillwardEdward JonesThe Huntington Investment Company10-01-2009
Benjamin Keith OverwayInfinex Investments, Inc.The Huntington Investment Company$10012-11-2009
Edward James McKinneyKey Investment Services LLCThe Huntington Investment Company$50001-04-2010
Steven Michael PakeAllstate Financial Services, LLCThe Huntington Investment Company$10009-03-2010
Emily Ann VerlindeFifth Third Securities, Inc.The Huntington Investment Company09-20-2010
James Paul BowserFifth Third Securities, Inc.The Huntington Investment Company01-20-2011
Mary Louise WittKey Investment Services LLCThe Huntington Investment Company01-25-2011
Stephanie Renee PriceInfinex Investments, Inc.The Huntington Investment Company$10002-04-2011
Aaron Thomas LoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company03-04-2011
Joshua Allen SmailCitizens Securities, Inc.The Huntington Investment Company10-11-2011
Michael Robert AndersonEssex National Securities, LLCThe Huntington Investment Company10-21-2011
Michelle Lynn KilinskiLPL Financial LLCThe Huntington Investment Company01-04-2012
Lindi Ann MensingKey Investment Services LLCThe Huntington Investment Company01-10-2012
Carrie Renea CurnowChase Investment Services Corp.The Huntington Investment Company02-24-2012
James Allen RossetRoyal Securities CompanyThe Huntington Investment Company07-09-2012
Melissa Renee SeleyEssex National Securities, LLCThe Huntington Investment Company07-25-2012
Karmen K. GearhartLPL Financial LLCThe Huntington Investment Company$10008-08-2012
Melissa J. MyersLPL Financial LLCThe Huntington Investment Company$10008-08-2012
Robert L Baker Jr.Essex National Securities, LLCThe Huntington Investment Company$10008-22-2012
Jeffrey Laurence SnodgrassInfinex Investments, Inc.The Huntington Investment Company09-28-2012
Brandon Joseph SpanglerEssex National Securities, LLCThe Huntington Investment Company11-06-2012
David Edward GrantEssex National Securities, LLCThe Huntington Investment Company12-05-2012
Dennis Stefan GlosikFifth Third Securities, Inc.The Huntington Investment Company12-07-2012
Eldin FocoCitizens Securities, Inc.The Huntington Investment Company12-19-2012
Beth Lauren DeckerCSSC Brokerage Services, Inc.The Huntington Investment Company01-10-2013
Next Page »

Showing 1 to 25 of 102 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.

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