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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angelique Renee RobertsThe Huntington Investment CompanyKey Investment Services LLC02-25-2019
Anthony Joseph KoehlerThe Huntington Investment CompanyTD Ameritrade, Inc.$25005-13-2020
Beth Anne LangThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Brent David NewellThe Huntington Investment CompanyChase Investment Services Corp.02-25-2011
Brian Christopher AilesThe Huntington Investment CompanyJ.P. Morgan Securities LLC$15003-04-2013
Carol Sue BrightonThe Huntington Investment CompanyCitizens Securities, Inc.04-06-2017
Chad Russell AllemonThe Huntington Investment CompanyNYLIFE Securities LLC06-11-2018
Charles A FowlerThe Huntington Investment CompanyFifth Third Securities, Inc.01-24-2020
Charles Andrew KaschalkThe Huntington Investment CompanyAllstate Financial Services, LLC01-13-2014
Charles Randy HoffmanThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2020
Christian Louis CantrellThe Huntington Investment CompanyJ.P. Morgan Securities LLC11-02-2015
Christopher Jordan RennertThe Huntington Investment CompanyPNC Investments10-31-2016
Daniel P AtwoodThe Huntington Investment CompanyPNC Investments08-22-2012
Dolores Angela AngusThe Huntington Investment CompanyJ.P. Morgan Securities LLC12-15-2017
Emily J RushThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Eric M BehrenbrinkerThe Huntington Investment CompanyChase Investment Services Corp.05-19-2011
Gaetano DibellaThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-26-2018
Gary L GarnseyThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Grant Norman HallThe Huntington Investment CompanySecurities America, Inc.04-01-2019
Hershey Lanzar BedayoThe Huntington Investment CompanyPruco Securities, LLC.07-15-2020
Jason Mearl MainThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-13-2017
Jermaine Steven WynnThe Huntington Investment CompanyNatcity Investments, Inc.01-12-2009
Jill Kristine GarveyThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2019
Keith Jeffery WelchThe Huntington Investment CompanyInfinex Investments, Inc.08-31-2020
Kenneth Benjamin PerrinThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
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Showing 1 to 25 of 43 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.