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
Aaron Bradley CurryRaymond James Financial Services, Inc.The Huntington Investment Company07-07-2020
Adam John KenleyPNC InvestmentsThe Huntington Investment Company02-06-2012
Amy Sue GrundenUnited Planners' Financial Services of America A Limited PartnerThe Huntington Investment Company06-22-2016
Anthony Ray RuizEdward JonesThe Huntington Investment Company06-29-2020
Benjamin Lloyd HoegerRobert W. Baird & Co. IncorporatedThe Huntington Investment Company$10002-20-2009
Bonnie Nicoletta CannonKey Investment Services LLCThe Huntington Investment Company02-27-2020
Bradley David HitzemanCharles Schwab & Co., Inc.The Huntington Investment Company07-02-2019
Brian Christopher HirkoCetera Investment Services LLCThe Huntington Investment Company04-22-2019
Brian DavinJ.P. Morgan Securities LLCThe Huntington Investment Company01-18-2019
Brian James GrossmanSequoia Financial Group, L.L.C.The Huntington Investment Company07-16-2020
Brian Keith IamsEquitable Advisors, LLCThe Huntington Investment Company11-26-2019
Brian S AdamsFifth Third Securities, Inc.The Huntington Investment Company12-12-2019
Bryan D ThomasLighthouse Advisers, LLCThe Huntington Investment Company11-28-2016
Caleb M UlmerRaymond James Financial Services, Inc.The Huntington Investment Company03-06-2019
Carol Lynn SoletherMWA Financial Services Inc.The Huntington Investment Company09-21-2012
Catherine Jo DresbachEdward JonesThe Huntington Investment Company$15001-03-2012
Chris George DunkelKey Investment Services LLCThe Huntington Investment Company07-18-2018
Christine Ann GerstMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company11-02-2018
Colleen Renee OberhausLPL Financial LLCThe Huntington Investment Company03-01-2017
Daniel Joseph FradetteCitizens Securities, Inc.The Huntington Investment Company08-13-2018
Daniel Joseph RomickMoney Concepts Capital CorpThe Huntington Investment Company10-03-2012
David H AnzicekJ.P. Morgan Securities LLCThe Huntington Investment Company10-17-2018
David Kenneth EnglishEdward JonesThe Huntington Investment Company05-29-2015
David Mark CornwellLPL Financial LLCThe Huntington Investment Company$5009-27-2013
David Michael PryorEdward JonesThe Huntington Investment Company04-24-2020
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Showing 1 to 25 of 112 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.