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
Benjamin Lloyd HoegerRobert W. Baird & Co. IncorporatedThe Huntington Investment Company02-20-2009
Joel Mount Field IIINYLIFE Securities LLCThe Huntington Investment Company03-04-2009
Mirtha Esther VasalloProEquities, Inc.The Huntington Investment Company08-17-2009
Toby Matthew WoloshanFifth Third Securities, Inc.The Huntington Investment Company09-03-2009
Matthew David CarinoKey Investment Services LLCThe Huntington Investment Company12-16-2009
James Joseph PowersFifth Third Securities, Inc.The Huntington Investment Company04-05-2010
Douglas Ryan MagersLPL Financial LLCThe Huntington Investment Company$5009-02-2010
Ronald Edward BrickmanU.S. Bancorp Investments, Inc.The Huntington Investment Company11-01-2010
Gary Stephen OstoyicCutter & Company, Inc.The Huntington Investment Company11-05-2010
Marie Annette AzbillU.S. Bancorp Investments, Inc.The Huntington Investment Company03-16-2011
Rita Madeline MaherLPL Financial LLCThe Huntington Investment Company05-20-2011
Andrew Fealy UchtmanFifth Third Securities, Inc.The Huntington Investment Company10-03-2011
Douglas Richard RoseWells Fargo Clearing Services, LLCThe Huntington Investment Company$5010-11-2011
Catherine J. DresbachEdward JonesThe Huntington Investment Company01-03-2012
Adam John KenleyPNC InvestmentsThe Huntington Investment Company02-06-2012
Wendi Jean MinzlerWesBanco Securities, Inc.The Huntington Investment Company02-28-2012
Lawrence Anthony VisockyKey Investment Services LLCThe Huntington Investment Company05-22-2012
Joshua Von MesenburgVoya Financial Advisors, Inc.The Huntington Investment Company07-02-2012
Daniel Joseph RomickMoney Concepts Capital CorpThe Huntington Investment Company10-03-2012
Kathryn Lee KelleyNYLIFE Securities LLCThe Huntington Investment Company$2511-02-2012
Teresa Diana OwsleyLPL Financial LLCThe Huntington Investment Company11-30-2012
Timothy Paul McBridePNC InvestmentsThe Huntington Investment Company01-02-2013
Thomas Kenneth KenneyAmeriprise Financial Services, Inc.The Huntington Investment Company03-22-2013
Thomas Reagen HurfordStratos Wealth Partners, LtdThe Huntington Investment Company07-03-2013
Katherine Marie MishlerWesBanco Securities, Inc.The Huntington Investment Company07-05-2013
Next Page »

Showing 1 to 25 of 85 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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