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 |
|---|---|---|---|---|---|
| Jennifer Louise Gugliemotto | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 17, 2024 | Jul 5, 2024 |
| Matthew Nutter | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2024 | Jul 16, 2024 |
| Mark Prainito | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2024 | Jul 19, 2024 |
| Daniel Keith Bejster | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 12, 2024 | Jun 6, 2024 |
| Richard Charles Hinesley | Huntington Financial Advisors BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 11, 2024 | Jun 4, 2024 |
| John D Randall | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 14, 2024 | Jul 5, 2024 (52 d) |
| Dorian Scott Holmes | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 9, 2024 | May 3, 2024 |
| Jinhee Cho | Huntington Financial Advisors BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2024 | Apr 30, 2024 |
| Grant N Hall | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2024 | Apr 5, 2024 |
| Zachary Allen Shepard | Huntington Financial Advisors BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2024 | Sep 17, 2024 (151 d) |
| Cyle Marie Gillman | Huntington Financial Advisors BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2024 | Jan 14, 2026 (638 d) |
| Joel A Wozny | Huntington Financial Advisors BD affiliated | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | Jul 25, 2024 (113 d) |
| Christopher K. Walker | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2024 | Apr 16, 2024 |
| Sandra Nies | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2024 | Apr 4, 2024 |
| Jacob Patrick Newman | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2024 | Apr 16, 2025 (405 d) |
| Jason Scott Moore | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2024 | Mar 18, 2024 |
| Matthew C Jones | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2024 | Mar 5, 2024 |
| Khalil Rammal | Huntington Financial Advisors BD affiliated | State Farm Investment Management Corp. asset manager | Other | Feb 6, 2024 | Feb 13, 2024 |
| Edward Cory Vacca | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 2, 2024 | Jan 19, 2024 |
| Eric Coombs | Huntington Financial Advisors BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2024 | Feb 29, 2024 (56 d) |
| Jeffrey Thomas Zeigler | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 14, 2023 | Nov 30, 2023 |
| Jeffrey S. Nist | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 10, 2023 | Nov 30, 2023 |
| Micah David Binegar | Huntington Financial Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Nov 8, 2023 |
| Chaffon D Rankin | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 19, 2023 | Oct 6, 2023 |
| Marc Hurley Kaeckmeister | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 3, 2023 | Oct 10, 2023 |
| Laura Christine Werner | Huntington Financial Advisors BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2023 | Aug 13, 2025 (680 d) |
| Stephen Lowell Williams | Huntington Financial Advisors BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2023 | Oct 22, 2024 (389 d) |
| Paul Alan Neri | Huntington Financial Advisors BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2023 | Apr 2, 2024 (189 d) |
| Anthony Joseph Koehler | Huntington Financial Advisors BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2023 | Sep 25, 2023 |
| Ashley Erin Gillespie | Huntington Financial Advisors BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2023 | Oct 18, 2023 |
| Robert Blalock | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2023 | Aug 30, 2023 |
| Andrew Joseph Lukcso | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 6, 2023 | Sep 6, 2023 |
| Nathaniel Roberts | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2023 | Jul 24, 2023 |
| Gregory Apple | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 7, 2023 | Aug 16, 2023 (40 d) |
| Susan Lee Bell | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 6, 2023 | Aug 17, 2023 (42 d) |
| Kyle Jones | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 6, 2023 | Aug 16, 2023 (41 d) |
| Ryan Andrew Strong | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2023 | Jul 10, 2023 |
| Michael James Pass | Huntington Financial Advisors BD affiliated | Midland Wealth Management other | Other | Jun 9, 2023 | Jul 22, 2026 (1139 d) |
| Derrick Michael Coleman | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2023 | Jun 7, 2023 |
| Michelle R Schroeder | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2023 | Apr 5, 2024 (323 d) |
| Joshua Tyler Reynolds | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2023 | May 30, 2023 |
| Sofia Carter | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 16, 2023 | Jun 6, 2023 |
| Brooke Megan Carroll | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2023 | May 8, 2023 |
| Kevin M Mace | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 21, 2023 | Jun 11, 2023 (51 d) |
| Jason Mearl Main | Huntington Financial Advisors BD affiliated | Mdrn Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2023 | Jan 13, 2025 (647 d) |
| Andrew Thomas Seitz | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Mar 31, 2023 |
| Stephen Labarre | Huntington Financial Advisors BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2023 | Aug 15, 2024 (513 d) |
| Aaron M. Axelrod | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 3, 2023 | Feb 6, 2023 |
| Stephan Robert Edward Jarvie | Huntington Financial Advisors BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2023 | Jan 12, 2023 |
| Kenneth Hagar | Huntington Financial Advisors BD affiliated | Sagepoint Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 3, 2023 |
| Joel West | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2023 | Mar 6, 2023 (59 d) |
| Stephen Kyle Malek | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 4, 2023 | Jan 20, 2023 |
| Chad Christopher Thompson | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2022 | Nov 15, 2024 (709 d) |
| Kenneth Crawford | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2022 | Dec 1, 2022 |
| Thomas Joseph Begley | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2022 | Oct 9, 2025 (1078 d) |
| Martin Josiah Harban | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 27, 2022 | Oct 11, 2022 |
| Matthew John Van Hekken | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2022 | Oct 26, 2022 |
| Eric J Vitelli | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Oct 5, 2022 | Oct 7, 2022 |
| Michael Seth Fisher | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2022 | Oct 11, 2022 |
| Jeanine Frances Brindus | Huntington Financial Advisors BD affiliated | Vision Financial Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2022 | Oct 7, 2022 |
515 moves match.