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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Thomas LoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company03-04-2011
Allen Wayne ParentLPL Financial LLCThe Huntington Investment Company06-04-2013
Amber Bryann AcetiEssex National Securities, LLCThe Huntington Investment Company08-01-2015
Amy J. Townsend-VanderpoolCetera Advisor Networks LLCThe Huntington Investment Company03-01-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Andrew Phillip PlyEssex National Securities, LLCThe Huntington Investment Company06-01-2014
Anthony Joseph BurekRegal Investment Advisors LLCThe Huntington Investment Company04-23-2013
Armin HrncicCitizens Securities, Inc.The Huntington Investment Company03-18-2013
Arna Justine MooreCitizens Securities, Inc.The Huntington Investment Company03-30-2015
Ashley Marie PockrandtLPL Financial LLCThe Huntington Investment Company02-18-2020
Benjamin Keith OverwayInfinex Investments, Inc.The Huntington Investment Company12-11-2009
Beth Ann Rough-MarshFifth Third Securities, Inc.The Huntington Investment Company07-18-2018
Beth Lauren DeckerCSSC Brokerage Services, Inc.The Huntington Investment Company01-10-2013
Bilal I. ChebbaniWells Fargo Clearing Services, LLCThe Huntington Investment Company09-29-2017
Brandon Joseph SpanglerEssex National Securities, LLCThe Huntington Investment Company11-06-2012
Brian Nicholas AllenInfinex Investments, Inc.The Huntington Investment Company11-17-2016
Bryce A. CadwalladerInfinex Investments, Inc.The Huntington Investment Company01-10-2020
Caleb Christopher DuckworthFifth Third Securities, Inc.The Huntington Investment Company07-03-2019
Carrie Renea CurnowChase Investment Services Corp.The Huntington Investment Company02-24-2012
Charles A. ChambosKestra Investment Services, LLCThe Huntington Investment Company12-06-2017
Charles Tanner ScottThe Huntington Investment CompanyThe Huntington Investment Company07-16-2014
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company08-30-2018
Christine Lynnette HugmeyerEssex National Securities, LLCThe Huntington Investment Company02-01-2014
Christopher Dale MillwardEdward JonesThe Huntington Investment Company10-01-2009
Christopher Walter KubertExecutive Wealth Management, LLCThe Huntington Investment Company06-15-2017
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.