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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michelle Lynn KilinskiLPL Financial LLCThe Huntington Investment Company01-04-2012
Karmen K. GearhartLPL Financial LLCThe Huntington Investment Company08-08-2012
Melissa J. MyersLPL Financial LLCThe Huntington Investment Company08-08-2012
Allen Wayne ParentLPL Financial LLCThe Huntington Investment Company06-04-2013
Tammy Jean StoerkelLPL Financial LLCThe Huntington Investment Company07-07-2014
William Edward KnudsenLPL Financial LLCThe Huntington Investment Company$10006-29-2015
Peter Gordon MarshLPL Financial LLCThe Huntington Investment Company05-12-2016
Ronald Allan ThompsonLPL Financial LLCThe Huntington Investment Company05-12-2016
Timothy Aaron BrightLPL Financial LLCThe Huntington Investment Company$2509-18-2017
Robert Alan StockoskiLPL Financial LLCThe Huntington Investment Company$2503-20-2018
Michael Joseph JohnsonLPL Financial LLCThe Huntington Investment Company08-01-2019
Ashley Marie PockrandtLPL Financial LLCThe Huntington Investment Company02-18-2020

Showing 1 to 12 of 12 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.