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 Wesbanco Securities, Inc.

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
Kevin M DavisWesbanco Securities, Inc. BD affiliatedFifth Third Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2026Jul 14, 2026
Andrew J. NothstineWesbanco Securities, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 22, 2026Apr 9, 2026
Kirk Douglas MichelWesbanco Securities, Inc. BD affiliatedThrivent Investment Management Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 2, 2026Feb 11, 2026
Zachary Ryan BaileyWesbanco Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 2, 2026Jan 12, 2026
Tyler Landon WilliamsWesbanco Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 23, 2025May 2, 2025
Michael Ray SchneiderWesbanco Securities, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJan 31, 2025Jan 10, 2025
Christopher Brian VassiloWesbanco Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2024Feb 3, 2025 (90 d)
Edward Alexander KingeryWesbanco Securities, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 10, 2023Apr 28, 2023
James Adam TracyWesbanco Securities, Inc. BD affiliatedU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 25, 2023Apr 10, 2023
Robert Dale BodnarWesbanco Securities, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 8, 2022Jul 1, 2022
Joshua Blair SchmalzWesbanco Securities, Inc. BD affiliatedFounders Financial Alliance, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2021Apr 26, 2021
Adelina Patrica VelaWesbanco Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 18, 2021Jan 20, 2021
Matthew Vaughn RothWesbanco Securities, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 7, 2020Jun 30, 2021 (266 d)
Rebecca Mayer HernWesbanco Securities, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 10, 2020Jul 23, 2020
Mark Adam WakelandWesbanco Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 12, 2020Jul 15, 2020 (33 d)
William H HecklickWesbanco Securities, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherMay 1, 2020Apr 3, 2020
Janet Elaine GubanicWesbanco Securities, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2020Feb 7, 2020
Janet Louise MorrisWesbanco Securities, Inc. BD affiliatedFirst Command Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2020Jan 17, 2020
Dustin Glynn KostalekWesbanco Securities, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 8, 2019Aug 1, 2025 (2093 d)
Daniel WeimerWesbanco Securities, Inc. BD affiliatedExodus Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2019May 20, 2020 (196 d)
Suzanne IceWesbanco Securities, Inc. BD affiliatedCuna Brokerage Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2019Aug 25, 2020 (372 d)
Aaron D BurgaWesbanco Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 22, 2019Aug 12, 2019
Dawn Mcanly NelsonWesbanco Securities, Inc. BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJan 23, 2019Feb 5, 2019
Gary Scott WilliamsonWesbanco Securities, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2018May 2, 2018
Jason BeveridgeWesbanco Securities, Inc. BD affiliatedHuntington Financial Advisors otherOtherFeb 15, 2017Mar 6, 2017
Anthony James CarusoWesbanco Securities, Inc. BD affiliatedPnc Wealth Management otherOtherJan 20, 2017Feb 1, 2017
Ryan Bruce LavielleWesbanco Securities, Inc. BD affiliatedCuso Financial Services, L.P. otherOtherJan 5, 2017Jan 9, 2017
Robert Jay DavisWesbanco Securities, Inc. BD affiliatedInvestment Professionals, Inc. otherOtherSep 15, 2016Sep 12, 2016
Deanna PatrickWesbanco Securities, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMay 19, 2016Apr 22, 2016
Shannon J BauerWesbanco Securities, Inc. BD affiliatedFifth Third Securities, Inc. otherOtherMay 9, 2016Sep 7, 2016 (121 d)
Brian Patrick DeanWesbanco Securities, Inc. BD affiliatedUnited Brokerage Services Inc otherOtherJan 11, 2016Jan 25, 2016
Brian Andrew HillWesbanco Securities, Inc. BD affiliatedHouseholder Group Estate & Retirement Specialists otherOtherJul 27, 2015Jul 30, 2015
Ronald Craig DeanWesbanco Securities, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc otherOtherOct 29, 2013Dec 3, 2013 (35 d)
Steven Michael RyanWesbanco Securities, Inc. BD affiliatedPnc Wealth Management otherOtherJan 4, 2011Jan 20, 2011
Robert D. WinebrennerWesbanco Securities, Inc. BD affiliatedCitigroup Global Markets Inc. otherOtherMar 17, 2008Mar 17, 2008
James Ebon StarcherWesbanco Securities, Inc. BD affiliatedChase Investment Services Corp. otherOtherAug 8, 2007Aug 17, 2007
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36 moves match.