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
Marcia Jane VanslykeThe Huntington Investment CompanyCetera Investment Advisers LLC06-13-2019
Christopher T. CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Justin J BudzinskiThe Huntington Investment CompanyCitizens Securities, Inc.02-21-2019
Nimita NaikThe Huntington Investment CompanyCitizens Securities, Inc.08-28-2018
Sabrina Scott McdonaldThe Huntington Investment CompanyEdward Jones12-12-2018
Grey Edward HustonThe Huntington Investment CompanyEdward Jones08-28-2018
Joshua J. RandallThe Huntington Investment CompanyFifth Third Securities, Inc.06-28-2019
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Peggy Sue WilsonThe Huntington Investment CompanyFifth Third Securities, Inc.01-10-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Lillian Sophia RealphThe Huntington Investment CompanyGWFS Equities, Inc.09-06-2018
Tracy R. OsborneThe Huntington Investment CompanyInfinex Investments, Inc.10-22-2018
Natasha MalkinThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-31-2019
Marie-Hlne Walls-WilsonThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-07-2019
Vasily ShatalovThe Huntington Investment CompanyJ.P. Morgan Securities LLC09-07-2018
Jason Robert SmootThe Huntington Investment CompanyLPL Financial LLC08-09-2018
Jacqueline E. LiferThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Carter Michael LaytartThe Huntington Investment CompanyNYLIFE Securities LLC09-24-2018
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Vincent Edward FranksThe Huntington Investment CompanyPNC Investments11-21-2018
Thomas Edward FinleyThe Huntington Investment CompanyPNC Investments09-27-2018
Stephen Kyle MalekThe Huntington Investment CompanyPNC Investments08-15-2018
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments$10008-01-2018
Next Page »

Showing 1 to 25 of 33 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.