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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel August FasoneKey Investment Services LLCThe Huntington Investment Company06-17-2019
Caleb M UlmerRaymond James Financial Services, Inc.The Huntington Investment Company03-06-2019
Jay C. DiasCetera Investment Services LLCThe Huntington Investment Company03-04-2019
Andrew Kaye KlingerBenjamin F. Edwards & Company, Inc.The Huntington Investment Company$5003-01-2019
Jeremy T. KelleyCambridge Investment Research, Inc.The Huntington Investment Company11-23-2018
Christine Ann GerstMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company11-02-2018
Chris G. DunkelKey Investment Services LLCThe Huntington Investment Company07-18-2018
Matthew T. NobleWells Fargo Clearing Services, LLCThe Huntington Investment Company07-09-2018
Michelle Rene PommeranzBerthel, Fisher & Company Financial Services, Inc.The Huntington Investment Company06-12-2018
Natalie Danielle KnerrEdward JonesThe Huntington Investment Company$15004-27-2018
Matthew Michael PullarSequoia Financial Advisors, L.L.C.The Huntington Investment Company04-02-2018
John William WirtzLPL Financial LLCThe Huntington Investment Company02-12-2018
Jon D. StacyLPL Financial LLCThe Huntington Investment Company02-02-2018
Kevin R MontgomeryLPL Financial LLCThe Huntington Investment Company02-01-2018
Troy Laverne GreenT Green Wealth Advisors LLCThe Huntington Investment Company01-29-2018
Denise Ann BlevinsInfinex Investments, Inc.The Huntington Investment Company01-16-2018
Vincent Fabian JulianPruco Securities, LLC.The Huntington Investment Company10-25-2017
Vincent Francis DobranskyHilltop Securities Independent Network Inc.The Huntington Investment Company09-01-2017
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Linda Jean CareyCetera Investment Services LLCThe Huntington Investment Company07-20-2017
Jeffrey David MucciaroneCambridge Investment Research, Inc.The Huntington Investment Company07-17-2017
Ernesto Cruz IICitizens Securities, Inc.The Huntington Investment Company06-28-2017
Ryan M. GreenhillPNC InvestmentsThe Huntington Investment Company06-07-2017
Joseph Michael MelenickCitizens Securities, Inc.The Huntington Investment Company05-18-2017
Craig Dayton CouchCitizens Securities, Inc.The Huntington Investment Company04-25-2017
Next Page »

Showing 1 to 25 of 85 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.


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