DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Huntington Financial Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher C Johnson | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Jun 29, 2026 |
| Austin Dillon | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 18, 2026 | Jun 29, 2026 |
| Jeff Tracy Guthrie | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Jul 28, 2026 |
| Wendell Anthony Rounds | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 2, 2026 |
| Adam Lundy | Huntington Financial Advisors BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 14, 2026 |
| David Desciscio | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 21, 2026 |
| Shannon Nicole Montell | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 23, 2026 |
| Anastasiia Artemovna Wagoner | Huntington Financial Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 29, 2026 |
| Marc Michael Froebel | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 26, 2026 | Aug 10, 2026 (45 d) |
| Brian Nicholas Mcbride | Huntington Financial Advisors BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 29, 2026 |
| Scott M Metz | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Aug 5, 2026 (63 d) |
| Aaron Tesavis | Huntington Financial Advisors BD affiliated | Arvest Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2026 | Jun 4, 2026 |
| Dominick Clement Kassa | Huntington Financial Advisors BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2026 | May 7, 2026 |
| Todd Winchell | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 21, 2026 |
| Derek L'Huillier | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 14, 2026 |
| James Joseph Schroeder | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 8, 2026 |
| Steven Andrew Lee | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 13, 2026 |
| Adam Aldrich | Huntington Financial Advisors BD affiliated | Mai Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | Feb 13, 2026 |
| Jesse Best | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2026 | Jan 20, 2026 |
| John Eric Casey | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 16, 2025 | Jan 5, 2026 |
| James Robert Herberger | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Nov 6, 2025 |
| Johanna Marie Mears | Huntington Financial Advisors BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 23, 2025 |
| John Kim | Huntington Financial Advisors BD affiliated | Bok Financial Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2025 | Oct 27, 2025 |
| Michael Thomas Langenberg | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Oct 14, 2025 |
| Charles Carl Scrattish | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Oct 2, 2025 |
| Cary Lee Beach | Huntington Financial Advisors BD affiliated | Svb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2025 | Aug 19, 2026 (331 d) |
| Curtis William Reynolds | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2025 | Jul 1, 2026 (295 d) |
| Anthony Richard Greco | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 4, 2025 | Sep 2, 2025 |
| Lauren A Ethington | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 4, 2025 | Oct 14, 2025 (40 d) |
| Daniel Keith Wrigley | Huntington Financial Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2025 | Nov 3, 2025 (75 d) |
| Kyle William Walchli | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 20, 2025 | Aug 19, 2025 |
| Brent L. Edwards | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 16, 2025 | Jul 24, 2025 |
| Kimberly Jill Fitzpatrick | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2025 | Jul 24, 2025 |
| Jacob Scott Allen | Huntington Financial Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jun 30, 2025 |
| Nathan Edward Shevelow | Huntington Financial Advisors BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jul 22, 2025 |
| Frank E Bugaris | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Jun 20, 2025 |
| Julie Marie Stein | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Jun 16, 2025 |
| Carrie Ann Wells | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2025 | Jun 18, 2025 |
| Serina M. Shores | Huntington Financial Advisors BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Jun 20, 2025 |
| Brad Smith | Huntington Financial Advisors BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Jun 19, 2025 |
| Timothy Grobosky | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 9, 2025 | Jun 10, 2025 |
| Kevin Christopher Duke | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2025 | May 27, 2025 |
| Joshua Honaker | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2025 | Apr 30, 2025 |
| Jenna Marie Gordon | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2025 | Apr 23, 2025 |
| Jared Edward Paugh | Huntington Financial Advisors BD affiliated | State Farm Investment Management Corp. asset manager | Other | Apr 2, 2025 | Jan 2, 2026 (275 d) |
| Laura Michelle Treanor | Huntington Financial Advisors BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Mar 3, 2025 |
| Luke Deboer | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2025 | Jan 30, 2025 |
| Jacob Thomas Cordonnier | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2025 | Jan 24, 2025 |
| Brandon Baxter | Huntington Financial Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2025 | Jan 7, 2025 |
| Jenna Berry | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jan 10, 2025 | Jan 3, 2025 |
| Tammy Warnicke | Huntington Financial Advisors BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Dec 5, 2024 |
| David Thomas Farragher | Huntington Financial Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Nov 12, 2024 |
| Kristopher Shepherd | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 31, 2024 | Oct 22, 2024 |
| Russell L Thomas | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 10, 2024 | Oct 22, 2024 |
| Colby Justin Karn | Huntington Financial Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2024 | Sep 26, 2024 |
| Taylor James Roberts | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 7, 2024 | Oct 25, 2024 |
| Emily Deblase | Huntington Financial Advisors BD affiliated | Organic Wealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 30, 2024 | Aug 27, 2024 |
| Kyle G Eichorn | Huntington Financial Advisors BD affiliated | Fort Pitt Capital Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2024 | Aug 28, 2024 |
| Douglas Swain Miltenberger | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2024 | Oct 18, 2024 (64 d) |
| Roger Anthony Ruz | Huntington Financial Advisors BD affiliated | Grove Point Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2024 | Nov 18, 2024 (105 d) |
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515 moves match.