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 |
|---|---|---|---|---|---|
| Robert L. Poole | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 29, 2022 | Nov 1, 2022 (33 d) |
| Joshua Paul Perger | Huntington Financial Advisors BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Sep 22, 2022 | Oct 18, 2022 |
| Anthony Grisanti | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 16, 2022 | Oct 31, 2022 (45 d) |
| Christine Lynn Lambert | Huntington Financial Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2022 | Sep 2, 2022 |
| Suzanne Sweeney | Huntington Financial Advisors BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2022 | Sep 2, 2022 |
| Nikolas Carl Kaufman | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2022 | Sep 12, 2022 |
| Kiran Bala Sharma | Huntington Financial Advisors BD affiliated | Brass Tax Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 31, 2022 | Oct 4, 2022 (34 d) |
| Beth Deleeuw | Huntington Financial Advisors BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Sep 7, 2022 |
| Timothy Waller | Huntington Financial Advisors BD affiliated | Kovack Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 17, 2022 |
| Adam Graydon Buckholz | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 4, 2022 | Sep 14, 2022 (41 d) |
| Gary Martin Schindler | Huntington Financial Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2022 | Aug 4, 2022 |
| Kimberly D Walko | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2022 | Aug 5, 2022 (45 d) |
| Lidia E Laurie | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 15, 2022 | Aug 8, 2022 (54 d) |
| Adam Caleb Ward | Huntington Financial Advisors BD affiliated | Oxford Financial Group, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2022 | Jul 29, 2022 (53 d) |
| Kenneth C Kondas | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2022 | Jun 29, 2023 (398 d) |
| Sarah Marie Novak | Huntington Financial Advisors BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2022 | Jan 5, 2023 (233 d) |
| Justin Cattaneo | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2022 | Apr 29, 2022 |
| Sharyn Dansa | Huntington Financial Advisors BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2022 | Jun 2, 2022 |
| Michael Awwad | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2022 | Apr 27, 2022 |
| Jeffrey Michael Clifford | Huntington Financial Advisors BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2022 | Jan 4, 2023 (286 d) |
| Stephen L Paneral | Huntington Financial Advisors BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 23, 2022 | Aug 3, 2023 (498 d) |
| Jack J Boyle | Huntington Financial Advisors BD affiliated | Northcoast Research Partners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 23, 2022 | Jun 23, 2023 (457 d) |
| Jill Anne Veenstra | Huntington Financial Advisors BD affiliated | Oakwood Capital, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2022 | Mar 22, 2022 |
| Luke Jonothan Frazier | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 8, 2022 | Apr 5, 2022 |
| Travis Kendall | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 18, 2022 | Apr 29, 2022 (70 d) |
| Daniel Potocki | Huntington Financial Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 10, 2022 | Mar 6, 2022 |
| Jeffrey John Votruba | Huntington Financial Advisors BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Feb 4, 2022 | Jul 6, 2022 (152 d) |
| Adam Lundy | Huntington Financial Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2022 | Jan 14, 2022 |
| Kevin C Galbraith | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2021 | Jan 19, 2022 (51 d) |
| Steven Charles Lorson | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2021 | Nov 8, 2021 |
| Daniel T Berzinskas | Huntington Financial Advisors BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2021 | Nov 19, 2021 |
| Daniel Joseph Derrig | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2021 | Mar 21, 2024 (860 d) |
| Melissa Lynn Humm | Huntington Financial Advisors BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 14, 2021 |
| Leshawn Powers | Huntington Financial Advisors BD affiliated | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2021 | Jan 10, 2023 (453 d) |
| Vincent Edward Franks | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2021 | Nov 10, 2021 |
| Nathaniel E. Gladish | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 14, 2021 | Jan 3, 2022 (81 d) |
| Tracy R. Osborne | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2021 | Nov 12, 2021 (37 d) |
| Trisha A Chaney | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 27, 2021 | Sep 15, 2021 |
| Brian M. Novotny | Huntington Financial Advisors BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2021 | Jan 12, 2022 (107 d) |
| Grant N Hall | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 7, 2021 | Oct 22, 2021 (45 d) |
| Darcy Gibson Graham Andrews | Huntington Financial Advisors BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 10, 2021 | Aug 9, 2021 |
| Jason Beveridge | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 10, 2021 | Aug 23, 2021 |
| Robert Michael Polletta | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2021 | Aug 2, 2021 |
| Kevin H. Molinaro | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 28, 2021 | Sep 10, 2021 (44 d) |
| Andrew D. Conley | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 28, 2021 | Oct 8, 2021 (72 d) |
| Kara L Elledge | Huntington Financial Advisors BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2021 | Jul 27, 2021 |
| Kristine Marie Skomer | Huntington Financial Advisors BD affiliated | Russell Capital Management, LLC unclassified | Other | Jul 16, 2021 | Jul 28, 2021 |
| Andrew Charles Clemens | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 16, 2021 | Jun 11, 2021 |
| Michael Ray Schneider | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2021 | Jun 25, 2021 |
| Anthony Marlette Jr. | Huntington Financial Advisors BD affiliated | Brookside Financial Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 9, 2021 | Jun 17, 2021 |
| Clayton Drew Irwin | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2021 | Jul 21, 2021 (42 d) |
| Michael Joseph Tolle | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2021 | May 19, 2021 |
| Rachel Renae Monfort | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 18, 2021 | May 17, 2021 |
| Stephen J. Smiechowski | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2021 | May 18, 2021 |
| Elliott Edward Clark | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2021 | Apr 1, 2021 |
| Cynthia Joy Rogers | Huntington Financial Advisors BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2021 | May 4, 2021 |
| Drew Koeller | Huntington Financial Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Mar 30, 2021 | Apr 15, 2021 |
| Amanda M Myers | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2021 | Apr 22, 2021 |
| Bradley James Fergason | Huntington Financial Advisors BD affiliated | Meridian Capital Management Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2021 | Mar 3, 2021 |
| Jason Witkoski | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2021 | Feb 18, 2021 |
515 moves match.