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
Arrivals at 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 |
|---|---|---|---|---|---|
| Gayge Andrew Carroll | Valic Financial Advisors, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2024 | Sep 30, 2024 (133 d) |
| Nicholas Ryan Lewis | Empower Advisory Group, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2024 | Jun 4, 2024 |
| Richard Matthews | Pruco Securities, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2024 | Apr 11, 2024 |
| Benson Stanley Frost | Morgan Stanley wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 21, 2024 | Jun 7, 2024 (78 d) |
| Nuvia Alexandra Solorzano Zambrano | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2024 | Mar 5, 2024 |
| Sandra Jean Film | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Mar 1, 2024 |
| Michael Dowdell | Pruco Securities, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2024 | Feb 28, 2024 |
| Brian Lafave | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 22, 2024 | Mar 13, 2024 |
| Austin Dillon | Pruco Securities, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2024 | Mar 1, 2024 (37 d) |
| Ricky Thorson | U.S. Bancorp Investments, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Jan 22, 2024 |
| Alexis Fritts | Raymond James & Associates, Inc. national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2024 | Jan 10, 2024 |
| Jesse Best | Avantax Advisory Services BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 10, 2024 | Jan 17, 2024 |
| Melissa Holding | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2024 | Jun 17, 2025 (526 d) |
| Sean Housel | Key Investment Services LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 20, 2023 | Dec 19, 2023 |
| Leonardo Gomez | Pruco Securities, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2023 | Dec 8, 2023 |
| Nikolis D'Annunzio | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2023 | May 29, 2025 (555 d) |
| Kevin Christopher Duke | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 10, 2023 | Oct 29, 2023 |
| Blake Allen Peterson | RBC Capital Markets, LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 4, 2023 | Sep 28, 2023 |
| Todd N Tarney | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Aug 31, 2023 |
| Stephen Jeffrey Morris | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2023 | Aug 30, 2023 |
| Adam Lundy | U.S. Bancorp Investments, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2023 | Aug 9, 2023 |
| Laura Michelle Treanor | Raymond James & Associates, Inc. national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Jul 20, 2023 |
| Katherine Waltner | Hornor, Townsend & Kent, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2023 | Jun 29, 2023 |
| Luke Deboer | Equitable Advisors, LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2023 | Jul 26, 2023 (34 d) |
| Christopher Urbano | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2023 | Jun 28, 2023 |
| Curtis William Reynolds | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2023 | Apr 5, 2024 (304 d) |
| Daniel C Berssenbruegge | Cambridge Investment Research Advisors, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2023 | Jun 15, 2023 |
| Timothy Grobosky | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 16, 2023 | Jun 6, 2023 |
| Jeffrey Michael Boardman | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2023 | May 18, 2023 |
| Scott M Metz | Mutual Of Omaha Investor Services, Inc. independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2023 | May 15, 2023 |
| Drake Hafer | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 3, 2023 | Mar 6, 2024 (308 d) |
| Taylor Hedric | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2023 | May 5, 2023 |
| Bianca Marcellino | Key Investment Services LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | May 8, 2023 |
| William Bernardi | Key Investment Services LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2023 | May 10, 2023 |
| Jennifer Louise Gugliemotto | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2023 | Jan 6, 2024 (268 d) |
| Jason Dominic Garcia | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2023 | Jul 7, 2023 (109 d) |
| Stephen Cotero | Hantz Financial Services, Inc. independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2023 | Mar 21, 2023 |
| Robert Joseph Deemer | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2023 | Mar 22, 2023 |
| Kyle G Eichorn | Citizens Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2023 | Mar 28, 2023 |
| Anissa Marie Lindahl | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 9, 2023 | Mar 23, 2023 |
| Jacob Scott Allen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 1, 2023 | Feb 24, 2023 |
| Michael Creazzo | LPL Financial LLC independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 21, 2023 | Mar 1, 2023 |
| Nathan Michael Schultz | Stonex Advisors Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 16, 2023 | Feb 17, 2023 |
| Cyle Marie Gillman | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 16, 2023 | Feb 15, 2023 |
| Jackson Lee Weinzatl | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 9, 2023 | Feb 15, 2023 |
| Joshua Tyler Reynolds | LPL Financial LLC independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Feb 7, 2023 |
| Sailey Sey | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 1, 2023 | Feb 3, 2023 |
| Brandy Marie Breece | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 25, 2023 | Mar 8, 2023 (42 d) |
| Emily Elizabeth Ferguson | Key Investment Services LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2023 | Mar 19, 2024 (424 d) |
| Paul Alan Neri | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 22, 2022 | Jan 20, 2023 |
| Morgan L Goldthwaite | Morgan Stanley wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2022 | Dec 16, 2022 |
| Khalil Rammal | Fifth Third Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2022 | Dec 11, 2022 |
| Joseph Michael Kuzmanko | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2022 | Dec 1, 2022 |
| Cheryl Gill | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 19, 2022 | Dec 22, 2022 (33 d) |
| Sandra Nies | Guardian Wealth Partners, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2022 | Feb 7, 2023 (91 d) |
| Sofia Carter | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 3, 2022 | Dec 8, 2022 (35 d) |
| Jason Garrett Hull | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 20, 2022 | Oct 27, 2022 |
| William Baird | Charles Schwab & Co., Inc. national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2022 | Dec 22, 2022 (73 d) |
| Andrew Boerma | Benjamin F. Edwards & Company, Incorporated BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2022 | Jan 13, 2025 (829 d) |
| Adam Edward Laberda | Cetera Advisor Networks LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2022 | Oct 15, 2022 |
561 moves match.