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
Kevin H. MolinaroThe Huntington Investment CompanyMorgan Stanley10-22-2019
Joshua Alan HeckathornThe Huntington Investment CompanyJ.P. Morgan Securities LLC09-27-2019
Andrew L. TracyThe Huntington Investment CompanyJ.P. Morgan Securities LLC$10009-11-2019
William Roger LloydThe Huntington Investment CompanyBMO Harris Financial Advisors, Inc.08-29-2019
William Clayton PayneThe Huntington Investment CompanyEdward Jones08-22-2019
Ryan Timothy ConnellThe Huntington Investment CompanySecurities America, Inc.08-22-2019
Benjamin Michael TaylorThe Huntington Investment CompanyAXA Advisors, LLC08-05-2019
Daniel P FettersThe Huntington Investment CompanyJ.P. Morgan Securities LLC07-30-2019
Joshua J. RandallThe Huntington Investment CompanyFifth Third Securities, Inc.06-28-2019
Marcia Jane VanslykeThe Huntington Investment CompanyCetera Investment Advisers LLC06-13-2019
Natasha MalkinThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-31-2019
Marie-Hlne Walls-WilsonThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-07-2019
Jason Dean GoldsmithThe Huntington Investment CompanyWells Fargo Advisors Financial Network, LLC04-22-2019
Christopher T. CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Jacqueline E. LiferThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Nickolas Joseph TurnerThe Huntington Investment CompanySecure Investment Management, LLC03-11-2019
Justin J BudzinskiThe Huntington Investment CompanyCitizens Securities, Inc.02-21-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Eric Daniel PanepintoThe Huntington Investment CompanyPruco Securities, LLC.01-14-2019
Peggy Sue WilsonThe Huntington Investment CompanyFifth Third Securities, Inc.01-10-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Sabrina Scott McdonaldThe Huntington Investment CompanyEdward Jones12-12-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
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Showing 1 to 25 of 26 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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