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
Todd Lee LatochaThe Huntington Investment CompanyCetera Investment Services LLC10-24-2017
Mary Elizabeth ChattinThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-22-2017
Charisse Eileen HaislopThe Huntington Investment CompanyUnited Brokerage Services, Inc11-28-2016
Catherine Lillian StemlerThe Huntington Investment CompanyJ.P. Morgan Securities LLC11-22-2016
Joshua R MorelandThe Huntington Investment CompanyFifth Third Securities, Inc.09-14-2016
Melissa Ann CunninghamThe Huntington Investment CompanyPNC Investments03-17-2015
Jason Allen SparksThe Huntington Investment CompanySunTrust Investment Services, Inc.04-03-2014
Margaret S DavisThe Huntington Investment CompanyJ.P. Morgan Securities LLC08-20-2013
Kevin L HinderliterThe Huntington Investment CompanyNorthwestern Mutual Investment Services, LLC02-15-2013
Jason David WallsThe Huntington Investment CompanyUnited Brokerage Services, Inc01-18-2012
Kevin Christopher McgillThe Huntington Investment CompanyFifth Third Securities, Inc.08-19-2010
Jonathan Kyle RoopThe Huntington Investment CompanyFifth Third Securities, Inc.05-25-2010
William Brian TrippettThe Huntington Investment CompanyFifth Third Securities, Inc.05-25-2010
Joseph Anthony RandolphThe Huntington Investment CompanyWells Fargo Clearing Services, LLC10-23-2009
Michael Nelson BarnettThe Huntington Investment CompanyWells Fargo Clearing Services, LLC10-23-2009
Michael Ray SchneiderThe Huntington Investment CompanyMetLife Securities Inc.10-06-2009
Brian Edward OnksThe Huntington Investment CompanySunTrust Investment Services, Inc.01-21-2009

Showing 1 to 17 of 17 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.

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