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
John William WirtzLPL Financial LLCThe Huntington Investment Company02-12-2018
Jon D. StacyLPL Financial LLCThe Huntington Investment Company02-02-2018
Kevin R MontgomeryLPL Financial LLCThe Huntington Investment Company02-01-2018
Colleen Renee OberhausLPL Financial LLCThe Huntington Investment Company03-01-2017
Phillip L AmeduriLPL Financial LLCThe Huntington Investment Company01-07-2016
Susan Elaine MeissnerLPL Financial LLCThe Huntington Investment Company12-16-2015
Heather Lynne RakayLPL Financial LLCThe Huntington Investment Company12-11-2015
Susan Bernice Coy-KamphLPL Financial LLCThe Huntington Investment Company12-10-2015
Shawn Francis McCombsLPL Financial LLCThe Huntington Investment Company$10007-01-2015
Karla Michelle KaforeyLPL Financial LLCThe Huntington Investment Company06-19-2014
David Mark CornwellLPL Financial LLCThe Huntington Investment Company$50009-27-2013
Daniel Stephen Michaels Jr.LPL Financial LLCThe Huntington Investment Company02-01-2013
Teresa Diana OwsleyLPL Financial LLCThe Huntington Investment Company11-30-2012
Nicola Domenico DipaoloLPL Financial LLCThe Huntington Investment Company$10001-06-2012
Sherry Lee MaynardLPL Financial LLCThe Huntington Investment Company$10012-19-2011
Bryan James CenkyLPL Financial LLCThe Huntington Investment Company09-23-2011
Rita Madeline MaherLPL Financial LLCThe Huntington Investment Company$10005-20-2011
Douglas Ryan MagersLPL Financial LLCThe Huntington Investment Company$50009-02-2010

Showing 1 to 18 of 18 entries

Page 1

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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