DFX Intelligence

RIA Intelligence

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.

AdvisorFromToTypeLeftRegistered
David SkolnikHuntington Financial Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 26, 2019Feb 14, 2020 (325 d)
Thomas Joseph NeumannHuntington Financial Advisors BD affiliatedDrake & Associates, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2019Apr 3, 2019
Kimberly Ann PhelpsHuntington Financial Advisors BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMar 7, 2019Mar 4, 2019
Jay Charles DiasHuntington Financial Advisors BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 5, 2019Mar 4, 2019
Andrew Kaye KlingerHuntington Financial Advisors BD affiliatedBenjamin F. Edwards & Company, Incorporated BD affiliatedAffiliated broker-dealer or bank to anotherMar 4, 2019Mar 4, 2019
Bart Matthew LandsverkHuntington Financial Advisors BD affiliatedAdvisors' Pride Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2019Mar 8, 2019
Amy Jo Townsend-VanderpoolHuntington Financial Advisors BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 26, 2019Mar 1, 2019
James Lexington RutledgeHuntington Financial Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseFeb 26, 2019Mar 25, 2019
Linda A ParisiHuntington Financial Advisors BD affiliatedH. Beck, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2019Jan 17, 2019
Brian DavinHuntington Financial Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJan 10, 2019Jan 18, 2019
Jeremy Ty KelleyHuntington Financial Advisors BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 29, 2018Nov 23, 2018
Marissa C VandenbergHuntington Financial Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseNov 19, 2018Dec 13, 2018
Richard Doyle HattonHuntington Financial Advisors BD affiliatedPiper Sandler & Co. otherOtherNov 7, 2018Sep 4, 2019 (301 d)
Patricia Rose PiattHuntington Financial Advisors BD affiliatedW&S Brokerage Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 18, 2018Feb 22, 2019 (127 d)
Jill Ann IsraelHuntington Financial Advisors BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 18, 2018Feb 19, 2019 (124 d)
David H. AnzicekHuntington Financial Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseOct 18, 2018Oct 17, 2018
Evan Matthew BiggsHuntington Financial Advisors BD affiliatedSchneider Downs Wealth Management Advisors, LP independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2018Oct 30, 2018
Brittany M. RussellHuntington Financial Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseOct 4, 2018Sep 24, 2018
Elisha Marie Roberts-CoferHuntington Financial Advisors BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2018Sep 5, 2018
Collin Roy Church GloverHuntington Financial Advisors BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2018Sep 29, 2025 (2588 d)
Michael AwwadHuntington Financial Advisors BD affiliatedFifth Third Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 16, 2018Aug 20, 2018
David William MatuszakHuntington Financial Advisors BD affiliatedStrategic Investment Solutions, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2018Aug 31, 2018 (32 d)
Michael Anthony TringheseHuntington Financial Advisors BD affiliatedAllstate Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 25, 2018Nov 13, 2018 (111 d)
Beth A MarshHuntington Financial Advisors BD affiliatedFifth Third Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 24, 2018Jul 18, 2018
Joseph John WathenHuntington Financial Advisors BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 24, 2018Jul 27, 2018
Matthew Thomas NobleHuntington Financial Advisors BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 5, 2018Jul 9, 2018
Michelle Rene PommeranzHuntington Financial Advisors BD affiliatedBfc Planning, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2018Jun 13, 2018
Jesse John BowmanHuntington Financial Advisors BD affiliatedNationwide Securities, LLC no RAUMOtherJun 27, 2018Jul 18, 2018
Todd Steven EveringhamHuntington Financial Advisors BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2018Jun 13, 2018
Zachary David MillerHuntington Financial Advisors BD affiliatedFifth Third Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 24, 2018May 24, 2018
Lewis Marlin RoweHuntington Financial Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 4, 2018Apr 25, 2018
Natalie Danielle KnerrHuntington Financial Advisors BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMay 4, 2018Apr 27, 2018
Andrea CardwellHuntington Financial Advisors BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 30, 2018Mar 29, 2018
Matthew Michael PullarHuntington Financial Advisors otherSequoia Financial Group, L.L.C. otherOtherMar 28, 2018Apr 2, 2018
John William WirtzHuntington Financial Advisors otherLPL Financial LLC BD affiliatedOtherFeb 14, 2018May 7, 2020 (813 d)
Jon D StacyHuntington Financial Advisors otherLPL Financial LLC independent RIAOtherFeb 2, 2018Feb 2, 2018
Kevin R MontgomeryHuntington Financial Advisors otherLPL Financial LLC independent RIAOtherFeb 2, 2018Feb 1, 2018
Denise Ann BlevinsHuntington Financial Advisors otherOsaic Institutions, Inc. otherOtherJan 17, 2018Jan 16, 2018
James Joseph TillmanHuntington Financial Advisors otherJ.P. Morgan Securities LLC wirehouseOtherDec 13, 2017Dec 12, 2017
Paula Jan AbbottHuntington Financial Advisors otherHorter Investment Management, LLC otherOtherNov 14, 2017Dec 6, 2017
Marc Hurley KaeckmeisterHuntington Financial Advisors otherCetera Investment Advisers LLC otherOtherNov 2, 2017Nov 14, 2017
Lucas Charles FoxHuntington Financial Advisors otherConcourse Financial Group Advisors otherOtherOct 16, 2017Nov 8, 2017
Stacie Lynn DuclosHuntington Financial Advisors otherJ.P. Morgan Securities LLC wirehouseOtherOct 16, 2017Oct 19, 2017
Anna Catherine DunlapHuntington Financial Advisors otherCuna Brokerage Services, Inc. BD affiliatedOtherSep 20, 2017May 21, 2021 (1339 d)
Troy Laverne GreenHuntington Financial Advisors otherT Green Wealth Advisors LLC state registeredOtherSep 19, 2017Jan 29, 2018 (132 d)
Timothy Aaron BrightHuntington Financial Advisors otherLPL Financial LLC otherOtherSep 19, 2017Sep 18, 2017
Vincent Francis DobranskyHuntington Financial Advisors otherMomentum Independent Network Inc. otherOtherSep 7, 2017Sep 1, 2017
Nickolas MagoraHuntington Financial Advisors otherCetera Investment Advisers LLC otherOtherAug 16, 2017Aug 18, 2017
Kevin Kristofer RenneHuntington Financial Advisors otherJfs Wealth Advisors, LLC otherOtherAug 9, 2017Aug 25, 2017
Chad Patrick BudyHuntington Financial Advisors otherJ.P. Morgan Securities LLC wirehouseOtherAug 8, 2017Aug 7, 2017
John Charles LambertHuntington Financial Advisors otherSimplyria Advisor Network independent RIAOtherAug 3, 2017Jan 1, 2025 (2708 d)
Jason David WallsHuntington Financial Advisors otherCetera Investment Advisers LLC otherOtherAug 3, 2017Sep 12, 2017 (40 d)
Christy Sue MantheiHuntington Financial Advisors otherLPL Financial LLC independent RIAOtherAug 3, 2017Feb 13, 2018 (194 d)
Eric Douglas RotoloHuntington Financial Advisors otherPruco Securities, LLC BD affiliatedOtherJul 25, 2017Nov 15, 2017 (113 d)
Eric DevineHuntington Financial Advisors otherStratos Wealth Partners, Ltd otherOtherJul 20, 2017Jul 17, 2017
Lisa Marie PickeringHuntington Financial Advisors otherPnc Wealth Management otherOtherJul 10, 2017Jul 20, 2017
Linda Jean CareyHuntington Financial Advisors otherCetera Investment Advisers LLC otherOtherJul 5, 2017Jul 20, 2017
Christopher F. LabradorHuntington Financial Advisors otherTd Ameritrade Investment Management, LLC otherOtherJun 29, 2017Aug 1, 2017 (33 d)
Wendy Ann MuellerHuntington Financial Advisors otherAmeriprise Financial Services, LLC national BDOtherJun 12, 2017Jun 9, 2017
Christopher Walter KubertHuntington Financial Advisors otherExecutive Wealth Management, LLC otherOtherJun 12, 2017Jun 15, 2017
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515 moves match.