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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy J. Townsend-VanderpoolCetera Advisor Networks LLCThe Huntington Investment Company03-01-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Armin HrncicCitizens Securities, Inc.The Huntington Investment Company03-18-2013
Arna Justine MooreCitizens Securities, Inc.The Huntington Investment Company03-30-2015
Benjamin Keith OverwayInfinex Investments, Inc.The Huntington Investment Company12-11-2009
Bilal I. ChebbaniWells Fargo Clearing Services, LLCThe Huntington Investment Company09-29-2017
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company08-30-2018
Christopher Walter KubertExecutive Wealth Management, LLCThe Huntington Investment Company06-15-2017
Danielle Lynn LigonMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company05-05-2014
Darron SistrunkKey Investment Services LLCThe Huntington Investment Company03-28-2019
Davonne R. PowersJ.P. Morgan Securities LLCThe Huntington Investment Company02-22-2016
Dennis Stefan GlosikFifth Third Securities, Inc.The Huntington Investment Company12-07-2012
Edward James McKinneyKey Investment Services LLCThe Huntington Investment Company01-04-2010
James Joseph Tillman Jr.J.P. Morgan Securities LLCThe Huntington Investment Company$1012-12-2017
Jeffrey Laurence SnodgrassInfinex Investments, Inc.The Huntington Investment Company09-28-2012
John C. HarringtonFifth Third Securities, Inc.The Huntington Investment Company08-02-2016
Karmen K. GearhartLPL Financial LLCThe Huntington Investment Company08-08-2012
Keith Jeffery WelchInfinex Investments, Inc.The Huntington Investment Company09-22-2014
Kimberly Ann PhelpsRaymond James Financial Services, Inc.The Huntington Investment Company$5003-04-2019
Lindi Ann MensingKey Investment Services LLCThe Huntington Investment Company01-10-2012
Marc Hurley KaeckmeisterCetera Investment Services LLCThe Huntington Investment Company11-09-2017
Mary Louise WittKey Investment Services LLCThe Huntington Investment Company01-25-2011
Melissa J. MyersLPL Financial LLCThe Huntington Investment Company08-08-2012
Michael H. Windle IIKalos Capital, Inc.The Huntington Investment Company05-19-2016
Michael Lynn KingJ.P. Morgan Securities LLCThe Huntington Investment Company01-11-2018
Next Page »

Showing 1 to 25 of 38 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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