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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Charles ClemensThe Huntington Investment CompanyNatcity Investments, Inc.09-29-2009
Brian P. HoltzFifth Third Securities, Inc.Natcity Investments, Inc.12-10-2009
Bryan James CenkyThe Huntington Investment CompanyNatcity Investments, Inc.11-12-2009
Charles Eugene GlassPruco Securities, LLC.Natcity Investments, Inc.$109-21-2009
Christina E. EnninThe Huntington Investment CompanyNatcity Investments, Inc.01-06-2009
David R ForshewCornerstone Capital AdvisorsNatcity Investments, Inc.02-13-2009
Dean Curtis HustonKey Investment Services LLCNatcity Investments, Inc.11-16-2009
Derrick Louis SweeneyFifth Third Securities, Inc.Natcity Investments, Inc.11-05-2009
Gary Welburn GriffinThrivent Investment Management Inc.Natcity Investments, Inc.10-09-2009
George R. BelloSignator Investors, Inc.Natcity Investments, Inc.04-01-2009
Howard James O'Malley IVThe Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
Jake Alan FashnerU.S. Bancorp Investments, Inc.Natcity Investments, Inc.11-02-2009
James Douglas DickeyH&R Block Financial Advisors, Inc.NatCity Investments, Inc.04-30-2009
James Patrick Riepenhoff Jr.The Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
James Phillip RocheRaymond James & Associates, Inc.Natcity Investments, Inc.11-06-2009
Jared Daniel RispintoThe Huntington Investment CompanyNatcity Investments, Inc.$1010-16-2009
John Charles TrappFifth Third Securities, Inc.Natcity Investments, Inc.02-19-2009
John Joseph PearceFifth Third Securities, Inc.Natcity Investments, Inc.02-04-2009
Marco P. MacatangayFifth Third Securities, Inc.Natcity Investments, Inc.12-03-2009
Michael D. CarterKey Investment Services LLCNatcity Investments, Inc.01-05-2010
Nancy Ruth KitsonThe Huntington Investment CompanyNatcity Investments, Inc.$1010-26-2009
Robert Clement Dice IIIFifth Third Securities, Inc.Natcity Investments, Inc.08-28-2009
Sammy Salem SayedThe Huntington Investment CompanyNatcity Investments, Inc.02-23-2010
Stephen John Fisher Jr.Cetera Investment Services LLCNatcity Investments, Inc.06-23-2009

Showing 1 to 24 of 24 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.