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
Adam John KenleyPNC InvestmentsThe Huntington Investment Company02-06-2012
Amy J. ShopeBFC Planning, Inc.The Huntington Investment Company01-13-2017
Andrew Fealy UchtmanFifth Third Securities, Inc.The Huntington Investment Company10-03-2011
Andrew Kaye KlingerBenjamin F. Edwards & Company, Inc.The Huntington Investment Company$5003-01-2019
Benjamin Lloyd HoegerRobert W. Baird & Co. IncorporatedThe Huntington Investment Company02-20-2009
Brittany Starr RieckWesBanco Securities, Inc.The Huntington Investment Company05-12-2015
Bryan D. ThomasLighthouse Advisers, LLCThe Huntington Investment Company11-28-2016
Bryan James CenkyCetera Investment Services LLCThe Huntington Investment Company06-04-2014
Caleb M UlmerRaymond James Financial Services, Inc.The Huntington Investment Company03-06-2019
Catherine J. DresbachEdward JonesThe Huntington Investment Company01-03-2012
Chris G. DunkelKey Investment Services LLCThe Huntington Investment Company07-18-2018
Christine Ann GerstMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company11-02-2018
Christine Noelle JohnstonNationwide Securities, LLCThe Huntington Investment Company06-16-2015
Craig Dayton CouchCitizens Securities, Inc.The Huntington Investment Company04-25-2017
Daniel Joseph RomickMoney Concepts Capital CorpThe Huntington Investment Company10-03-2012
Darlene Kay LinertCitizens Securities, Inc.The Huntington Investment Company12-16-2013
David Kenneth Percy EnglishEdward JonesThe Huntington Investment Company05-29-2015
David Mark CornwellLPL Financial LLCThe Huntington Investment Company09-27-2013
Denise Ann BlevinsInfinex Investments, Inc.The Huntington Investment Company01-16-2018
Derek M VoytovichEdward JonesThe Huntington Investment Company02-12-2016
Diana H. NamkoongJ.P. Morgan Securities LLCThe Huntington Investment Company08-22-2014
Douglas Richard RoseWells Fargo Clearing Services, LLCThe Huntington Investment Company$5010-11-2011
Douglas Ryan MagersLPL Financial LLCThe Huntington Investment Company$5009-02-2010
Edward J. WaldropEdward JonesThe Huntington Investment Company11-14-2014
Ernesto Cruz IICitizens Securities, Inc.The Huntington Investment Company06-28-2017
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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