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.

AdvisorFromToTypeLeftRegistered
Michael AwwadCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 18, 2021
Sharyn DansaCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 14, 2021
Michael Thomas LangenbergCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 14, 2021
Nathan Donald RockCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 14, 2021
Daniel PotockiCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 14, 2021
Lauren A EthingtonCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2021Oct 14, 2021
Shannon Nicole MontellMorgan Stanley wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 29, 2021Oct 4, 2021
Scott Edward HanadelFbl Wealth Management, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 27, 2021Mar 15, 2022 (200 d)
Zachary AshbyJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2021Aug 11, 2021
Bernard HeiglJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2021Jul 27, 2021
Mindy CarrFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 8, 2021Jul 14, 2021
Jacqueline Michelle CavendishTruist Advisory Services, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 6, 2021Jul 27, 2021
Emily DeblaseGerber, LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2021Mar 31, 2023 (653 d)
George Matthew GreenertKey Investment Services LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 10, 2021Jul 1, 2021
Edward Joseph KillBmo Harris Financial Advisors, Inc bank affiliatedHuntington Financial Advisors BD affiliatedOtherJun 3, 2021Jun 22, 2021
Matthew C JonesJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankApr 27, 2021May 4, 2021
Stephen Lowell WilliamsBmo Harris Financial Advisors, Inc BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 24, 2021Apr 5, 2021
Stephen ShumanKey Investment Services LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 16, 2021Feb 25, 2021
David John TupperFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 12, 2021Feb 24, 2021
Aruna EttiahMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJan 25, 2021Feb 24, 2021
Travis KendallJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJan 15, 2021Jan 25, 2021
Anthony GrisantiTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherJan 11, 2021Feb 10, 2021
Robert TrippTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherJan 11, 2021May 28, 2021 (137 d)
Scott Anthony ErvinValmark Advisers, Inc. mixed wealthHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 24, 2020Sep 1, 2021 (281 d)
John C RodriguezCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 16, 2020Dec 14, 2020
Adam Caleb WardAdvice And Planning Services BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Apr 30, 2021 (168 d)
Daniel T BerzinskasCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2020Nov 5, 2020
James Brett AndersonPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2020Oct 1, 2021 (336 d)
Eric John TataCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 4, 2020Sep 17, 2020
Stephen LabarreMutual Of Omaha Investor Services, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherSep 3, 2020Dec 1, 2020 (89 d)
Thomas Joseph BegleyPruco Securities, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Sep 17, 2020
Joseph Anthony NicholsonEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2020Feb 14, 2022 (535 d)
Joseph Robert MarshallFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 7, 2020Aug 31, 2020
Bradley James FergasonCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2020Jul 30, 2020
Kenneth CrawfordFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2020Jul 15, 2020
Mark Adam WakelandWesbanco Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 12, 2020Jul 15, 2020 (33 d)
Anthony Joseph KoehlerTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherApr 28, 2020May 13, 2020
Shelley R ConeybeerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankMar 27, 2020Apr 30, 2020 (34 d)
Nathaniel E. GladishEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 5, 2020Aug 17, 2021 (530 d)
Zachary Allen ShepardPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 24, 2020Mar 8, 2020
Santo BlumkeAvantax Advisory Services BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 11, 2020Feb 19, 2020
Matthew OwensJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJan 23, 2020Feb 1, 2020
Melissa HamiltonCharles Schwab & Co., Inc. national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 23, 2020Mar 2, 2020 (39 d)
Ryan M GreenhillPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2020Jan 8, 2020
Chase FryerGood Life Advisors, LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 16, 2019Dec 24, 2019
Jack J BoylePnc Capital Advisors LLC otherHuntington Financial Advisors BD affiliatedOtherNov 18, 2019Apr 30, 2020 (164 d)
Eric DevineCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 18, 2019Dec 3, 2019
Gerard Charles BuchananBmo Harris Financial Advisors, Inc BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2019Dec 23, 2019 (39 d)
Kara L ElledgeWells Fargo Advisors wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankNov 8, 2019Mar 17, 2020 (130 d)
Kevin H. MolinaroMorgan Stanley wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankOct 21, 2019Oct 22, 2019
Damon Davin Thomas StricklandEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2019Dec 11, 2019 (64 d)
Gregory Scott ForsytheFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 27, 2019Jan 8, 2020 (103 d)
Andrew TracyJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 10, 2019Sep 12, 2019
Matthew Allen WrennOsaic Institutions, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 23, 2019Aug 30, 2019
Steven Ernest HartmanCuna Brokerage Services, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 21, 2019Sep 3, 2019
Ryan T ConnellSecurities America Advisors, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2019Aug 22, 2019
Amanda M MyersLPL Financial LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 8, 2019Sep 19, 2019 (42 d)
Benjamin TaylorEquitable Advisors, LLC national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2019Aug 5, 2019
Stephen J. SmiechowskiCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 22, 2019Aug 12, 2019
William Clayton PayneEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2019Aug 22, 2019 (37 d)
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561 moves match.