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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alec C VernonThe Huntington Investment CompanyW&S Brokerage Services, Inc.03-30-2020
Zachary ShepardThe Huntington Investment CompanyPNC Investments03-06-2020
Janine Renee SchuetteThe Huntington Investment CompanyEdward Jones02-18-2020
Michael D. KrupaThe Huntington Investment CompanyKey Investment Services LLC02-10-2020
Gregory Scott ForsytheThe Huntington Investment CompanyFifth Third Securities, Inc.01-08-2020
Ryan M. GreenhillThe Huntington Investment CompanyPNC Investments01-08-2020
Brian Dennis PanzoThe Huntington Investment CompanyAdvised Assets Group, LLC$5001-03-2020
Kelly Lee ForresterThe Huntington Investment CompanyJ.P. Morgan Securities LLC12-17-2019
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
Eric Carmen DevineThe Huntington Investment CompanyCetera Investment Services LLC12-03-2019
Ross M GoadThe Huntington Investment CompanyFifth Third Securities, Inc.12-03-2019
Kevin H. MolinaroThe Huntington Investment CompanyMorgan Stanley10-22-2019
Joshua Alan HeckathornThe Huntington Investment CompanyJ.P. Morgan Securities LLC09-27-2019
Andrew L. TracyThe Huntington Investment CompanyJ.P. Morgan Securities LLC$1009-11-2019
William Roger LloydThe Huntington Investment CompanyBMO Harris Financial Advisors, Inc.08-29-2019
Ryan Timothy ConnellThe Huntington Investment CompanySecurities America, Inc.08-22-2019
William Clayton PayneThe Huntington Investment CompanyEdward Jones08-22-2019
Benjamin Michael TaylorThe Huntington Investment CompanyAXA Advisors, LLC08-05-2019
Daniel P FettersThe Huntington Investment CompanyJ.P. Morgan Securities LLC07-30-2019
Joshua J. RandallThe Huntington Investment CompanyFifth Third Securities, Inc.06-28-2019
Marcia Jane VanslykeThe Huntington Investment CompanyCetera Investment Advisers LLC06-13-2019
Marie-Hlne Walls-WilsonThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-07-2019
Jason Dean GoldsmithThe Huntington Investment CompanyWells Fargo Advisors Financial Network, LLC04-22-2019
Christopher T. CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Christina E. Elin-RogersThe Huntington Investment CompanyPNC Investments03-22-2019
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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.