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
William Roger LloydBmo Harris Financial Advisors, Inc BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 12, 2019Aug 29, 2019 (48 d)
Gregory AppleBudros, Ruhlin & Roe independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2019Aug 3, 2020 (402 d)
Rebecca DavisJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJun 13, 2019Jul 30, 2019 (47 d)
Bruce E HooverWoodbury Financial Services, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2019Jun 13, 2019
Sheri TurekOsaic Institutions, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 21, 2019May 30, 2019
Sarah Frances AluiseNorthwestern Mutual Investment Services,LLC no RAUMHuntington Financial Advisors BD affiliatedOtherMay 13, 2019May 16, 2019
Martin Josiah HarbanPnc Capital Advisors LLC otherHuntington Financial Advisors BD affiliatedOtherMay 8, 2019Aug 25, 2020 (475 d)
Jason Dean GoldsmithWells Fargo Advisors wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2019Apr 22, 2019
Preston James PtakCharles Schwab & Co., Inc. national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 15, 2019Apr 24, 2019
Michael RoushMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankApr 9, 2019Nov 26, 2019 (231 d)
Susan Lee BellPrincipal Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 8, 2019Apr 15, 2019
David PryorCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2019Apr 4, 2019
Benjamin BrennemanFifth Third Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 22, 2019Apr 1, 2019
Christopher CastoCetera Investment Advisers LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 21, 2019Apr 4, 2019
Keith Casey CrytzerPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2019Mar 28, 2019
Nickolas J. TurnerSecure Investment Management, LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 14, 2019Mar 11, 2019
Kyle JonesFidelity Personal And Workplace Advisors BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 14, 2019Apr 2, 2019 (47 d)
Edward Cory VaccaEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 7, 2018Nov 4, 2020 (698 d)
Grant N HallSecurities America Advisors, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 3, 2018Apr 1, 2019 (119 d)
Steven Charles LorsonPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2018Feb 13, 2019 (75 d)
Anthony Marlette Jr.Pnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 23, 2018Dec 7, 2018
Vincent Edward FranksPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2018Nov 21, 2018
Brandon S EllisPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2018Dec 13, 2018 (42 d)
John Patrick MulichakPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2018Jun 13, 2022 (1320 d)
Ryan Francis WhitePnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2018Oct 26, 2018
Jill Kristine GarveyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankOct 24, 2018Jan 29, 2019 (97 d)
Andrew D. ConleyAdvice And Planning Services BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2018Nov 28, 2018 (36 d)
John Felix AltieriGlobal View Capital Management LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2018Oct 26, 2018
Thomas Edward FinleyPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2018Sep 27, 2018
Glen WhittingtonYour Planning Partner LLC state registeredHuntington Financial Advisors BD affiliatedOtherSep 18, 2018Mar 19, 2019 (182 d)
Lillian Sophia RealphEmpower Advisory Group, LLC institutionalHuntington Financial Advisors BD affiliatedOtherSep 13, 2018Sep 6, 2018
Andrew Thomas SeitzFidelity Personal And Workplace Advisors BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 8, 2018Aug 6, 2018
Stephen Kyle MalekPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 7, 2018Aug 15, 2018
Charles Alexander RogersPruco Securities, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Jul 24, 2018
Andrew Joseph WillsEdward Jones national BDHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Oct 24, 2018 (86 d)
Joshua Paul PergerTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherJul 20, 2018Aug 2, 2018
Kevin M MacePruco Securities, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Aug 2, 2018 (34 d)
Bradley Thomas KirkbrideMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJun 20, 2018Jul 30, 2018 (40 d)
Kevin Lee FriddleCuso Financial Services, L.P. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2018Jul 6, 2018
Steven M ReausoCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2018Jul 6, 2018
Joshua D PalettaJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankMay 31, 2018Jun 8, 2018
Leshawn PowersLPL Financial LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 23, 2018Jun 11, 2018
William W HoPark Avenue Securities LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 18, 2018Jun 21, 2018 (34 d)
Michael James PassBmo Harris Financial Advisors, Inc BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 18, 2018Jun 27, 2018 (70 d)
Thomas Joseph NeumannWells Fargo Advisors wirehouseHuntington Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2018Jul 31, 2018 (105 d)
Jason LacknerBmo Harris Financial Advisors, Inc BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 9, 2018Mar 16, 2020 (707 d)
William Robert JirousekCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2018Apr 16, 2018
Colin Matthew LewisPnc Wealth Management BD affiliatedHuntington Financial Advisors otherOtherMar 16, 2018Mar 27, 2018
Alfonzo CreditCitizens Securities, Inc. BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2018Apr 13, 2018
Charles H SampsonScottrade Investment Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 8, 2018Jun 4, 2018 (88 d)
Matthew Lake BrownScottrade Investment Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 8, 2018Apr 30, 2018 (53 d)
Bradley HitzemanScottrade Investment Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 7, 2018Apr 11, 2018 (35 d)
Jesse John BowmanEagle Strategies LLC otherHuntington Financial Advisors otherOtherFeb 22, 2018Mar 6, 2018
John K. SchaeferPnc Wealth Management BD affiliatedHuntington Financial Advisors otherOtherJan 31, 2018Mar 5, 2018 (33 d)
Micah David BinegarJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors otherOtherJan 9, 2018Jan 5, 2018
Gary Martin SchindlerCetera Investment Advisers LLC otherHuntington Financial Advisors otherOtherJan 2, 2018Jan 25, 2018
Kevin C GalbraithPnc Wealth Management BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2017May 6, 2019 (501 d)
Dolores Angela AngusJ.P. Morgan Securities LLC wirehouseHuntington Financial Advisors otherOtherDec 19, 2017Dec 15, 2017
David William MatuszakBmo Harris Financial Advisors, Inc otherHuntington Financial Advisors otherOtherDec 18, 2017Jan 17, 2018
Joel A WoznyFifth Third Securities, Inc. otherHuntington Financial Advisors BD affiliatedOtherDec 18, 2017Apr 3, 2019 (471 d)
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561 moves match.