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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alfonzo Credit IICUSO Financial Services, L.P.The Huntington Investment Company$15010-06-2020
Santo BlumkeFifth Third Securities, Inc.The Huntington Investment Company09-24-2020
Kevin Lee FriddleNYLIFE Securities LLCThe Huntington Investment Company07-22-2020
Adam R TraskBurnham & Dells AdvisorsThe Huntington Investment Company06-05-2020
Anthony J DAngeloEdward JonesThe Huntington Investment Company03-16-2020
Ashley Marie PockrandtLPL Financial LLCThe Huntington Investment Company02-18-2020
Lisa Ann ImbrunnoneEdward JonesThe Huntington Investment Company$2501-31-2020
Bryce A CadwalladerInfinex Investments, Inc.The Huntington Investment Company01-10-2020
Joseph Tedy SoyadCitizens Securities, Inc.The Huntington Investment Company11-10-2019
Mandi Lynn ShellenbargerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company08-02-2019
Michael Joseph JohnsonLPL Financial LLCThe Huntington Investment Company08-01-2019
Caleb C DuckworthFifth Third Securities, Inc.The Huntington Investment Company07-03-2019
Terry Allen BonnettConcorde Investment Services, LLCThe Huntington Investment Company05-22-2019
Lynne RolfeFarmers Financial Solutions, LLCThe Huntington Investment Company03-29-2019
Darron SistrunkKey Investment Services LLCThe Huntington Investment Company03-28-2019
Kimberly Ann PhelpsRaymond James Financial Services, Inc.The Huntington Investment Company03-04-2019
Sarah WooleverRaymond James Financial Services, Inc.The Huntington Investment Company03-04-2019
Amy J Townsend-VanderpoolCetera Advisor Networks LLCThe Huntington Investment Company03-01-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Melissa Ann BellCitizens Securities, Inc.The Huntington Investment Company12-18-2018
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company08-30-2018
Beth A MarshFifth Third Securities, Inc.The Huntington Investment Company07-18-2018
Robert Alan StockoskiLPL Financial LLCThe Huntington Investment Company$2503-20-2018
Sharyn Lara DansaCetera Investment Services LLCThe Huntington Investment Company03-06-2018
Justin Robert CherwinskiGLP Investment Services, LLCThe Huntington Investment Company12-22-2017
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Showing 1 to 25 of 58 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.