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 Keith OverwayInfinex Investments, Inc.The Huntington Investment Company12-11-2009
Raymond Edward SaariInfinex Investments, Inc.LPL Financial LLC$15001-26-2010
Anthony Guido ForliniInfinex Investments, Inc.Southeast Investments, N.C., Inc.07-06-2010
James H RopInfinex Investments, Inc.Southeast Investments, N.C., Inc.07-06-2010
Stephanie Renee PriceInfinex Investments, Inc.The Huntington Investment Company02-04-2011
Gary Todd CooperInfinex Investments, Inc.PNC Investments11-10-2011
Lance Wayne Roe SrInfinex Investments, Inc.Fifth Third Securities, Inc.$2509-04-2012
Jeffrey Laurence SnodgrassInfinex Investments, Inc.The Huntington Investment Company09-28-2012
Matthew H DewildtInfinex Investments, Inc.PNC Investments$15003-21-2013
Jason Michael ConeyInfinex Investments, Inc.The Huntington Investment Company01-05-2015
Tyson Thane SchmidtInfinex Investments, Inc.Thrivent Investment Management Inc.05-26-2016
Susan Rene StrubleInfinex Investments, Inc.Cetera Investment Services LLC09-16-2016
Trena Lenette FarmerInfinex Investments, Inc.MML Investors Services, LLC09-27-2016
Andrew James ChmielInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2017
Jeffrey J CoreInfinex Investments, Inc.Fifth Third Securities, Inc.04-04-2017
Mark Emerson DespelderInfinex Investments, Inc.Citizens Securities, Inc.04-19-2017
Brandon E WeatherfordInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2017
Derek James LHuillierInfinex Investments, Inc.The Huntington Investment Company04-20-2017
John William ManzellaInfinex Investments, Inc.Questar Capital Corporation$4405-30-2017
Harold Dennis RotaryInfinex Investments, Inc.Regal Investment Advisors LLC08-21-2017
Crystal Lynn BainInfinex Investments, Inc.Citizens Securities, Inc.09-14-2017
Keseanda Kiyotta RutledgeInfinex Investments, Inc.J.P. Morgan Securities LLC12-04-2017
Cynthia A IsenhoffInfinex Investments, Inc.Citizens Securities, Inc.12-04-2017
Michael Joseph JenningsInfinex Investments, Inc.LPL Financial LLC03-12-2018
Brian Michael BastienInfinex Investments, Inc.Fifth Third Securities, Inc.08-29-2018
Next Page »

Showing 1 to 25 of 43 entries

Page 1 | 2

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.