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
Darron SistrunkKey Investment Services LLCThe Huntington Investment Company03-28-2019
Kimberly Ann PhelpsRaymond James Financial Services, Inc.The Huntington Investment Company$5003-04-2019
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
Cheryl Ann HarwellSigma Financial CorporationThe Huntington Investment Company08-30-2018
Robert Alan StockoskiLPL Financial LLCThe Huntington Investment Company$2503-20-2018
Sharyn Lara DansaCetera Investment Services LLCThe Huntington Investment Company03-06-2018
Michael Lynn KingJ.P. Morgan Securities LLCThe Huntington Investment Company01-11-2018
Shannon E. SweeneyFifth Third Securities, Inc.The Huntington Investment Company12-15-2017
James Joseph Tillman Jr.J.P. Morgan Securities LLCThe Huntington Investment Company$1012-12-2017
Marc Hurley KaeckmeisterCetera Investment Services LLCThe Huntington Investment Company11-09-2017
Bilal I. ChebbaniWells Fargo Clearing Services, LLCThe Huntington Investment Company09-29-2017
Timothy Aaron BrightLPL Financial LLCThe Huntington Investment Company$2509-18-2017
Christopher Walter KubertExecutive Wealth Management, LLCThe Huntington Investment Company06-15-2017
Wendy Ann Mueller, Judy Lee NashAmeriprise Financial Services, Inc.The Huntington Investment Company06-09-2017
Todd Wayne RenoKestra Investment Services, LLCThe Huntington Investment Company04-07-2017
John C. 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
Stacy Lynn HendricksonLincoln Financial Advisors CorporationThe Huntington Investment Company03-01-2016
Davonne R. PowersJ.P. Morgan Securities LLCThe Huntington Investment Company02-22-2016
William Edward KnudsenLPL Financial LLCThe Huntington Investment Company$10006-29-2015
Arna Justine MooreCitizens Securities, Inc.The Huntington Investment Company03-30-2015
Keith Jeffery WelchInfinex Investments, Inc.The Huntington Investment Company09-22-2014
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Showing 1 to 25 of 38 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.


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