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
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Jonathan A. GaudioAllstate Financial Services, LLCThe Huntington Investment Company01-11-2017
Thomas Kenneth KenneyAmeriprise Financial Services, Inc.The Huntington Investment Company03-22-2013
Douglas Spencer MurphyAmeriprise Financial Services, Inc.The Huntington Investment Company$25004-04-2012
John Robert StewartAmeriprise Financial Services, Inc.The Huntington Investment Company$50001-24-2012
Brian Keith IamsAXA Advisors, LLCThe Huntington Investment Company11-26-2019
Andrew Kaye KlingerBenjamin F. Edwards & Company, Inc.The Huntington Investment Company$50003-01-2019
Amy Jo ShopeBFC Planning, Inc.The Huntington Investment Company01-13-2017
Jeremy T. KelleyCambridge Investment Research, Inc.The Huntington Investment Company$10011-23-2018
Jeffrey David MucciaroneCambridge Investment Research, Inc.The Huntington Investment Company07-17-2017
Brian Christopher HirkoCetera Investment Services LLCThe Huntington Investment Company04-22-2019
Jay C. DiasCetera Investment Services LLCThe Huntington Investment Company03-04-2019
Todd Steven EveringhamCetera Investment Services LLCThe Huntington Investment Company06-13-2018
Anthony Franklin TegenkampCetera Investment Services LLCThe Huntington Investment Company05-25-2018
Linda Jean CareyCetera Investment Services LLCThe Huntington Investment Company07-20-2017
Bryan James CenkyCetera Investment Services LLCThe Huntington Investment Company06-04-2014
William Roy Sickmiller Jr.Chase Investment Services Corp.The Huntington Investment Company$50002-28-2012
Shannon Jo BauerChase Investment Services Corp.The Huntington Investment Company09-30-2009
Paul Ramon KlimkoCitizens Securities, Inc.The Huntington Investment Company09-04-2019
Rade MarichCitizens Securities, Inc.The Huntington Investment Company04-09-2019
Ernesto Cruz IICitizens Securities, Inc.The Huntington Investment Company06-28-2017
Joseph Michael MelenickCitizens Securities, Inc.The Huntington Investment Company$10005-18-2017
Craig Dayton CouchCitizens Securities, Inc.The Huntington Investment Company04-25-2017
Thomas James MohorcicCitizens Securities, Inc.The Huntington Investment Company04-17-2017
Michael John TitusCitizens Securities, Inc.The Huntington Investment Company06-27-2016
Next Page »

Showing 1 to 25 of 187 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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