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
Natasha MalkinThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-31-2019
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
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Nickolas Joseph TurnerThe Huntington Investment CompanySecure Investment Management, LLC03-11-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Tracy R. OsborneThe Huntington Investment CompanyInfinex Investments, Inc.10-22-2018
Carter Michael LaytartThe Huntington Investment CompanyNYLIFE Securities LLC09-24-2018
Jason Robert SmootThe Huntington Investment CompanyLPL Financial LLC08-09-2018
Mark Steven MolsberryThe Huntington Investment CompanyPNC Investments06-12-2018
William HoThe Huntington Investment CompanyPark Avenue Securities LLC06-01-2018
William R. JirousekThe Huntington Investment CompanyCitizens Securities, Inc.04-16-2018
Brett James CypherThe Huntington Investment CompanyKey Investment Services LLC12-22-2017
Jean Marie HorstingThe Huntington Investment CompanyFifth Third Securities, Inc.12-19-2017
Aaron Bradley CurryThe Huntington Investment CompanyKey Investment Services LLC12-19-2017
Justin J DonayThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.12-15-2017
Dane Patrick RobinsonThe Huntington Investment CompanyPNC Investments11-28-2017
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Hayward T. EvansThe Huntington Investment CompanyEdward Jones10-12-2017
Merrill George Whippo Jr.The Huntington Investment CompanyJ.P. Morgan Securities LLC10-06-2017
Amanda Elizabeth MapesThe Huntington Investment CompanyPruco Securities, LLC.09-21-2017
Next Page »

Showing 1 to 25 of 97 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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