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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Dean SmeengeInfinex Investments, Inc.Morgan Stanley & Co. Incorporated$10002-23-2009
Kelly Ann LiebbeInfinex Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-02-2009
Benjamin Keith OverwayInfinex Investments, Inc.The Huntington Investment Company$10012-11-2009
Raymond Edward SaariInfinex Investments, Inc.LPL Financial LLC$10001-26-2010
Anthony Guido ForliniInfinex Investments, Inc.Southeast Investments, N.C., Inc.$10007-06-2010
James H. RopInfinex Investments, Inc.Southeast Investments, N.C., Inc.$10007-06-2010
Stephanie Renee PriceInfinex Investments, Inc.The Huntington Investment Company$10002-04-2011
Jonathan Noel DeweyInfinex Investments, Inc.Fifth Third Securities, Inc.05-16-2011
Emily Ann VerlindeInfinex Investments, Inc.Fifth Third Securities, Inc.06-17-2011
Gary Todd CooperInfinex Investments, Inc.PNC Investments11-10-2011
Lance Wayne Roe Sr.Infinex Investments, Inc.Fifth Third Securities, Inc.$10009-04-2012
Jeffrey Laurence SnodgrassInfinex Investments, Inc.The Huntington Investment Company09-28-2012
Matthew H DewildtInfinex Investments, Inc.PNC Investments$15003-21-2013
Lawrence Dale HathawayInfinex Investments, Inc.MetLife Securities Inc.$10012-05-2013
Michael A. ComperchioInfinex Investments, Inc.Signator Investors, Inc.$10004-21-2014
Keith Jeffery WelchInfinex Investments, Inc.The Huntington Investment Company$10009-22-2014
Jeffery Blair RobinsonInfinex Investments, Inc.LPL Financial LLC01-20-2015
Susan Kay MajinskaInfinex Investments, Inc.The Huntington Investment Company$10002-11-2015
Kurt J BardInfinex Investments, Inc.Fifth Third Securities, Inc.$10007-01-2015
Melissa Marie RileyInfinex Investments, Inc.J.P. Morgan Securities LLC07-14-2015
Tyson Thane SchmidtInfinex Investments, Inc.Thrivent Investment Management Inc.05-26-2016
Anthony Earl PorterInfinex Investments, Inc.Citizens Securities, Inc.07-15-2016
Susan Rene StrubleInfinex Investments, Inc.Cetera Investment Services LLC09-16-2016
Trena Lenette FarmerInfinex Investments, Inc.MML Investors Services, LLC09-27-2016
Ryan M PikeInfinex Investments, Inc.The Huntington Investment Company10-24-2016
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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.