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 |
|---|---|---|---|---|---|
| Chase Fryer | Huntington Financial Advisors BD affiliated | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2021 | May 14, 2021 (94 d) |
| John K. Schaefer | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 5, 2021 | May 4, 2021 (88 d) |
| Kevin P Reeg | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jan 27, 2021 | Jan 29, 2021 |
| James Patrick Riepenhoff | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 25, 2021 | Jan 22, 2021 |
| Frank Daniel Nobile | Huntington Financial Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 19, 2021 | Jan 22, 2021 |
| Robert Wayne Schoonmaker | Huntington Financial Advisors BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2020 | Sep 18, 2025 (1744 d) |
| Charles Andrew Kaschalk | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2020 | Nov 5, 2020 |
| Owen M. Smith | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 20, 2020 | Nov 3, 2020 |
| Thomas Edward Finley | Huntington Financial Advisors BD affiliated | 9258 Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2020 | Jan 4, 2021 (90 d) |
| Derrick Allan Dehays | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 6, 2020 | Jan 13, 2021 (99 d) |
| Alfonzo Credit | Huntington Financial Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2020 | Oct 6, 2020 |
| Robyn M Harper | Huntington Financial Advisors BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2020 | Dec 17, 2020 (72 d) |
| Jessica Rose Ebuen | Huntington Financial Advisors BD affiliated | Prospera Financial Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2020 | Feb 4, 2021 (121 d) |
| Santo Blumke | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2020 | Sep 28, 2020 |
| Jennifer M. Chadwell | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 22, 2020 | Sep 25, 2020 |
| Jennifer Lee Fox | Huntington Financial Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 1, 2020 | Mar 21, 2025 (1662 d) |
| Joshua D Paletta | Huntington Financial Advisors BD affiliated | Almanack Investment Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2020 | Aug 13, 2021 (346 d) |
| Glen Whittington | Huntington Financial Advisors BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2020 | Aug 19, 2021 (352 d) |
| John Conrad Hays | Huntington Financial Advisors BD affiliated | Voisard Asset Management Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2020 | Sep 22, 2020 (46 d) |
| Kevin Lee Friddle | Huntington Financial Advisors BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2020 | Nov 11, 2025 (1950 d) |
| Brian James Grossman | Huntington Financial Advisors BD affiliated | Sequoia Financial Group, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2020 | Jul 16, 2020 |
| Jonathan Daniel Ramsey | Huntington Financial Advisors BD affiliated | The Pension Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2020 | Nov 3, 2020 (117 d) |
| Anthony Ray Ruiz | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 29, 2020 | Jun 29, 2020 |
| William Clayton Payne | Huntington Financial Advisors BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2020 | Apr 26, 2023 (1042 d) |
| Preston James Ptak | Huntington Financial Advisors BD affiliated | Lineweaver Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2020 | Jan 5, 2022 (566 d) |
| Jorge Ivan Seda-Rivera | Huntington Financial Advisors BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2020 | Jun 17, 2020 |
| Aaron Bradley Curry | Huntington Financial Advisors BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2020 | Jul 7, 2020 (34 d) |
| David Pryor | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 28, 2020 | Apr 24, 2020 |
| Daniel C Berssenbruegge | Huntington Financial Advisors BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2020 | Jan 7, 2022 (630 d) |
| Brenda Alicia Bennett | Huntington Financial Advisors BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 6, 2020 | Apr 2, 2024 (1488 d) |
| Lillian Sophia Realph | Huntington Financial Advisors BD affiliated | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2020 | Mar 31, 2020 (36 d) |
| Matthew Lake Brown | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2020 | Jan 17, 2020 |
| Colleen A Kupper | Huntington Financial Advisors BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2020 | Feb 28, 2020 (38 d) |
| Joshua Dannemiller | Huntington Financial Advisors BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 21, 2020 | Feb 20, 2020 |
| Lisa Ann Imbrunnone | Huntington Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jan 3, 2020 | Jan 31, 2020 |
| Brian Adams | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2019 | Dec 12, 2019 |
| Theodore Feitt | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2019 | Dec 4, 2019 |
| William W Ho | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 25, 2019 | Dec 26, 2019 (31 d) |
| Samuel Ramirez | Huntington Financial Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2019 | Nov 15, 2019 |
| Todd Lee Latocha | Huntington Financial Advisors BD affiliated | Facet independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2019 | Nov 12, 2019 |
| Jason Linizia Riddle | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2019 | Oct 17, 2019 |
| Rebecca Davis | Huntington Financial Advisors BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2019 | Dec 5, 2019 (59 d) |
| Nickolas J. Turner | Huntington Financial Advisors BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2019 | Jun 24, 2026 (2472 d) |
| Beverly Antoinette Taite | Huntington Financial Advisors BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2019 | Aug 31, 2021 (725 d) |
| Bradley Thomas Kirkbride | Huntington Financial Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 16, 2019 | Sep 21, 2019 (36 d) |
| David Samuel Lockman | Huntington Financial Advisors BD affiliated | Mid Atlantic Financial Management, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2019 | Oct 23, 2019 (72 d) |
| Terrell Cannon | Huntington Financial Advisors BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2019 | Jul 18, 2019 |
| Shannon Rose Devita | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2019 | Oct 9, 2019 (71 d) |
| Jeffrey C Jones | Huntington Financial Advisors BD affiliated | Corecap Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2019 | Jul 30, 2019 |
| Scott Edward Hanadel | Huntington Financial Advisors BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jul 1, 2019 | Jun 5, 2020 (340 d) |
| Gregory James Sporer | Huntington Financial Advisors BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2019 | Aug 5, 2019 (35 d) |
| Tonya S. Hutchison | Huntington Financial Advisors BD affiliated | Td Ameritrade, Inc. no RAUM | Other | Jun 21, 2019 | Apr 16, 2020 (300 d) |
| Bradley Hitzeman | Huntington Financial Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jun 18, 2019 | Jul 2, 2019 |
| Joshua Arthur Ryan Rennert | Huntington Financial Advisors BD affiliated | Comerica Securities bank affiliated | Other | Jun 4, 2019 | Apr 9, 2021 (675 d) |
| Joan Gerarde Ripoli | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2019 | May 13, 2021 (713 d) |
| Melissa Nuzzo | Huntington Financial Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2019 | Dec 17, 2021 (952 d) |
| Charles H Sampson | Huntington Financial Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 2, 2019 | May 7, 2019 |
| Michael Joseph Johnson | Huntington Financial Advisors BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2019 | Aug 1, 2019 (91 d) |
| Brian Christopher Hirko | Huntington Financial Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2019 | Apr 23, 2019 |
| William Edward Poindexter | Huntington Financial Advisors BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2019 | Feb 10, 2020 (308 d) |
515 moves match.