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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew C. OwensThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-01-2020
Gaetano DibellaThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-26-2018
Jamie Marie-Brandt PilkintonThe Huntington Investment CompanyJ.P. Morgan Securities LLC06-27-2018
Joshua D. PalettaThe Huntington Investment CompanyJ.P. Morgan Securities LLC06-08-2018
Jeffrey E. KujanThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-21-2018
Dolores Angela AngusThe Huntington Investment CompanyJ.P. Morgan Securities LLC12-15-2017
Jeannie R. BellefeuilleThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-06-2017
Jason Mearl MainThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-13-2017
Christina Eileen ReitnerThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-07-2016
Robert Boston Larsen Jr.The Huntington Investment CompanyJ.P. Morgan Securities LLC08-05-2016
Christian Louis CantrellThe Huntington Investment CompanyJ.P. Morgan Securities LLC11-02-2015
Samira AnwarThe Huntington Investment CompanyJ.P. Morgan Securities LLC09-30-2015
Christopher Walter KubertThe Huntington Investment CompanyJ.P. Morgan Securities LLC07-14-2015
Brian Christopher AilesThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-04-2013
Brittany A HoganThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-12-2013

Showing 1 to 15 of 15 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.