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
Amy Jo Townsend-VanderpoolCetera Advisor Networks LLCThe Huntington Investment Company03-01-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company$108-30-2018
Lewis Marlin RoweCitizens Securities, Inc.The Huntington Investment Company04-25-2018
Robert Alan StockoskiLPL Financial LLCThe Huntington Investment Company$2503-20-2018
Sharyn Lara DansaCetera Investment Services LLCThe Huntington Investment Company03-06-2018
Christy Sue MantheiLPL Financial LLCThe Huntington Investment Company02-13-2018
Michael Lynn KingJ.P. Morgan Securities LLCThe Huntington Investment Company01-11-2018
Shannon E. SweeneyFifth Third Securities, Inc.The Huntington Investment Company12-15-2017
Richard Norman Spears Jr.Financial Engines Advisors L.L.C.The Huntington Investment Company12-13-2017
James Joseph Tillman Jr.J.P. Morgan Securities LLCThe Huntington Investment Company$112-12-2017
Marc Hurley KaeckmeisterCetera Investment Services LLCThe Huntington Investment Company11-09-2017
Bilal I ChebbaniWells Fargo Clearing Services, LLCThe Huntington Investment Company$15009-29-2017
Timothy Aaron BrightLPL Financial LLCThe Huntington Investment Company$2509-18-2017
Christopher Walter KubertExecutive Wealth Management, LLCThe Huntington Investment Company06-15-2017
Joseph Barry NanniniInfinex Investments, Inc.The Huntington Investment Company04-24-2017
Todd Wayne RenoKestra Investment Services, LLCThe Huntington Investment Company04-07-2017
Joshua Arthur Ryan RennertCetera Investment Services LLCThe Huntington Investment Company03-13-2017
Brian Nicholas AllenInfinex Investments, Inc.The Huntington Investment Company11-17-2016
Ryan M PikeInfinex Investments, Inc.The Huntington Investment Company10-24-2016
Austin Michael StineFifth Third Securities, Inc.The Huntington Investment Company08-02-2016
John Cory HarringtonFifth Third Securities, Inc.The Huntington Investment Company08-02-2016
Michael H Windle IIKalos Capital, Inc.The Huntington Investment Company05-19-2016
Ronald Allan ThompsonLPL Financial LLCThe Huntington Investment Company$5005-12-2016
Christopher William RussenQuestar Capital CorporationThe Huntington Investment Company05-11-2016
Next Page »

Showing 1 to 25 of 78 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.


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