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
Steven Lewis WorshamThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-06-2009
Jacob Charles ChalupaThe Huntington Investment CompanyMorgan Stanley06-23-2009
Andrew William KessingerThe Huntington Investment CompanyFifth Third Securities, Inc.$5006-29-2009
Anthony Thomas FidelibusThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
James Patrick Riepenhoff Jr.The Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
Howard James O'Malley IVThe Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
Andrew Charles ClemensThe Huntington Investment CompanyNatcity Investments, Inc.09-29-2009
Jared Daniel RispintoThe Huntington Investment CompanyNatcity Investments, Inc.$1010-16-2009
Teresa Mary OloffThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.02-08-2010
Linda Chernauskas DunnThe Huntington Investment CompanyKey Investment Services LLC03-11-2010
Christopher John LabbeThe Huntington Investment CompanyFirstMerit Financial Services, Inc05-13-2010
Jason Howard SlatesThe Huntington Investment CompanyMorgan Stanley05-14-2010
Joseph Frank WasikThe Huntington Investment CompanyFifth Third Securities, Inc.12-09-2010
Michael Maxwell McDowellThe Huntington Investment CompanyCommonwealth Financial Network02-03-2011
Cindy J. BishopThe Huntington Investment CompanyChase Investment Services Corp.02-25-2011
Brian Keith AllenThe Huntington Investment CompanyPruco Securities, LLC.03-21-2011
Kevin Andrew JonesThe Huntington Investment CompanyNorthwestern Mutual Investment Services, LLC06-13-2011
David Joseph KuhnThe Huntington Investment CompanyUBS Financial Services Inc.02-06-2012
David T. FarragherThe Huntington Investment CompanyChase Investment Services Corp.02-28-2012
Lynda Marie SchockmanThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-29-2012
David Micheal CrossThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2012
Chaffon D RankinThe Huntington Investment CompanyNew England Securities05-21-2012
Trent E. PryorThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2012
Kevin Jon ClingamanThe Huntington Investment CompanyKey Investment Services LLC09-11-2012
Jeffrey Alan ClickThe Huntington Investment CompanyPNC Investments01-22-2013
Next Page »

Showing 1 to 25 of 97 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.