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
Cynthia Anne SimpsonWesBanco Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2019
Karen Lea BrethauerWesBanco Securities, Inc.The Huntington Investment Company02-07-2019
Matthew Vaughn RothWesBanco Securities, Inc.The O.N. Equity Sales Company01-14-2019
Rebecca Hern MannWesBanco Securities, Inc.PNC Investments$2511-30-2018
Benjamin Nelson BoothWesBanco Securities, Inc.The Huntington Investment Company11-02-2017
Tanya Marie FordWesBanco Securities, Inc.The Huntington Investment Company10-31-2016
Sherri Lynn LibersatWesBanco Securities, Inc.The Huntington Investment Company12-02-2015
Pamela Marie NealWesBanco Securities, Inc.The Huntington Investment Company06-05-2015
Paul Douglas Curnes Jr.WesBanco Securities, Inc.Cetera Advisor Networks LLC$5001-13-2014
Vicki Lynn WileyWesBanco Securities, Inc.The Huntington Investment Company05-07-2013

Showing 1 to 10 of 10 entries

Page 1

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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