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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Colleen Ann KupperRaymond James Financial Services, Inc.The Huntington Investment Company02-28-2020
Bonnie Nicoletta CannonKey Investment Services LLCThe Huntington Investment Company02-27-2020
Lee Elden BallingerAXA Advisors, LLCThe Huntington Investment Company02-27-2020
Jaimie Lynne StachowiakFifth Third Securities, Inc.The Huntington Investment Company02-03-2020
Jonathan Leonard BradleyJ.P. Morgan Securities LLCThe Huntington Investment Company01-09-2020
William HoJ.P. Morgan Securities LLCThe Huntington Investment Company12-26-2019
Lisa M. PohlmanU.S. Bancorp Investments, Inc.The Huntington Investment Company12-18-2019
Brian S. AdamsFifth Third Securities, Inc.The Huntington Investment Company12-12-2019
Matthew Tood SchlarbKey Investment Services LLCThe Huntington Investment Company12-05-2019
Brian Keith IamsAXA Advisors, LLCThe Huntington Investment Company11-26-2019
Zachary David YoungJ.P. Morgan Securities LLCThe Huntington Investment Company11-20-2019
Samuel Alejandro RamirezFifth Third Securities, Inc.The Huntington Investment Company11-15-2019
Jason Linizia RiddlePNC InvestmentsThe Huntington Investment Company10-17-2019
Patricia Joann SilvaggioJ.P. Morgan Securities LLCThe Huntington Investment Company10-01-2019
Paul Ramon KlimkoCitizens Securities, Inc.The Huntington Investment Company09-04-2019
Sheilakai E. SimmonsFifth Third Securities, Inc.The Huntington Investment Company08-22-2019
David W. WardJ.P. Morgan Securities LLCThe Huntington Investment Company07-11-2019
Bradley David HitzemanCharles Schwab & Co., Inc.The Huntington Investment Company07-02-2019
Samuel August FasoneKey Investment Services LLCThe Huntington Investment Company06-17-2019
Adam Ahmed MarhariJ.P. Morgan Securities LLCThe Huntington Investment Company05-22-2019
Lorenzo AtkinsFifth Third Securities, Inc.The Huntington Investment Company04-29-2019
Brian Christopher HirkoCetera Investment Services LLCThe Huntington Investment Company04-22-2019
Rade MarichCitizens Securities, Inc.The Huntington Investment Company04-09-2019
Caleb M UlmerRaymond James Financial Services, Inc.The Huntington Investment Company03-06-2019
Jay C. DiasCetera Investment Services LLCThe Huntington Investment Company03-04-2019
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Showing 1 to 25 of 205 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.