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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Patrick McGinnisCitizens Securities, Inc.The Huntington Investment Company12-23-2009
Thomas Edward AustinCitizens Securities, Inc.The Huntington Investment Company$10006-13-2011
Joshua Allen SmailCitizens Securities, Inc.The Huntington Investment Company10-11-2011
Eldin FocoCitizens Securities, Inc.The Huntington Investment Company12-19-2012
Armin HrncicCitizens Securities, Inc.The Huntington Investment Company03-18-2013
Darlene Kay LinertCitizens Securities, Inc.The Huntington Investment Company12-16-2013
David Allen GorgeCitizens Securities, Inc.The Huntington Investment Company09-04-2014
Arna Justine MooreCitizens Securities, Inc.The Huntington Investment Company03-30-2015
Brian David WeigelCitizens Securities, Inc.The Huntington Investment Company06-05-2015
Melissa Ann CunninghamCitizens Securities, Inc.The Huntington Investment Company$107-10-2015
David Richard MeredithCitizens Securities, Inc.The Huntington Investment Company10-15-2015
Jeffrey Robert UtterbackCitizens Securities, Inc.The Huntington Investment Company01-25-2016
Chad Earl MarksCitizens Securities, Inc.The Huntington Investment Company05-06-2016
Michael John TitusCitizens Securities, Inc.The Huntington Investment Company06-27-2016
Thomas James MohorcicCitizens Securities, Inc.The Huntington Investment Company04-17-2017
Craig Dayton CouchCitizens Securities, Inc.The Huntington Investment Company04-25-2017
Joseph Michael MelenickCitizens Securities, Inc.The Huntington Investment Company05-18-2017
Ernesto Cruz IICitizens Securities, Inc.The Huntington Investment Company06-28-2017
Lewis Marlin RoweCitizens Securities, Inc.The Huntington Investment Company$1004-25-2018
Daniel Joseph FradetteCitizens Securities, Inc.The Huntington Investment Company08-13-2018
Melissa A. BellCitizens Securities, Inc.The Huntington Investment Company12-18-2018
Rade MarichCitizens Securities, Inc.The Huntington Investment Company04-09-2019
Jennifer KiefferCitizens Securities, Inc.The Huntington Investment Company05-30-2019
Paul Ramon KlimkoCitizens Securities, Inc.The Huntington Investment Company09-04-2019
Joseph Tedy SoyadCitizens Securities, Inc.The Huntington Investment Company11-10-2019

Showing 1 to 25 of 25 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.