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
Wendy Ann MuellerThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Judy Lee NashThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Marc Hurley KaeckmeisterThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Christy Sue MantheiThe Huntington Investment CompanyLPL Financial LLC02-01-2017
David John MalusiThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Todd Wayne RenoThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Leslie Ann HillThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Sarah Marie NovakThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Amy Jo Townsend-VanderpoolThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Gary L. GarnseyThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Jessica Marie AxelssonThe Huntington Investment CompanyLPL Financial LLC02-01-2017
James Lee MaxsonThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Emily J. RushThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Stacie Lynn DuclosThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Sharyn Lara DansaThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Ronald Allan ThompsonThe Huntington Investment CompanyLPL Financial LLC10-28-2014
Jeremy Lee DillonThe Huntington Investment CompanyLPL Financial LLC09-24-2012
James Joseph Tillman Jr.The Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kenneth Benjamin PerrinThe Huntington Investment CompanyLPL Financial LLC$25002-01-2017
Timothy Aaron BrightThe Huntington Investment CompanyLPL Financial LLC$25002-01-2017
John Charles LambertThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017

Showing 1 to 21 of 21 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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