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 |
|---|---|---|---|---|---|
| Erich Stabelfeldt | U.S. Bancorp Advisors, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Aug 20, 2026 |
| Adrienne Stroupe | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 1, 2026 (56 d) |
| Kyle William Walchli | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jul 9, 2026 |
| Soo Lee | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jul 7, 2026 |
| Kalpesh Shah | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 22, 2026 |
| Aaron Tesavis | Arvest Wealth Management independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2026 | May 5, 2026 |
| Francis J Aiello | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 7, 2026 |
| Garica Brown Cremeans | Charles Schwab & Co., Inc. national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2026 | Apr 27, 2026 |
| Paul Krepinski | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2026 | Mar 12, 2026 |
| Steven Joseph Heimermann | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Mar 4, 2026 |
| Marcus Burns | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 17, 2026 |
| Magdalena Woroniecki | Sikich Financial independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 9, 2026 | Feb 11, 2026 (33 d) |
| Gregory Scott Mccoy | Cetera Investment Advisers LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Jan 22, 2026 |
| Matthew Glenwood Lewarne | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 13, 2026 |
| Keia K Holt | Empower Advisory Group, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Mar 9, 2026 (83 d) |
| Bradley James Wheeler | Shaker Investments independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2025 | Nov 24, 2025 |
| Brian Patrick Hughes | Manning & Napier Advisors, LLC mixed wealth | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Aug 3, 2026 (265 d) |
| James Tucker Foster | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Nov 5, 2025 |
| Dante Michael Dominguez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 20, 2025 | Oct 28, 2025 |
| Joseph Edmund Miller | U.S. Bancorp Investments, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 9, 2025 |
| Kyleigh Karell | Strategic Advisers LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 2, 2025 |
| Adam Aldrich | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Oct 27, 2025 (39 d) |
| Colton Lee De Vos | Equitable Advisors, LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Oct 15, 2025 (33 d) |
| Stacie Lynn Duclos | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2025 | Sep 10, 2025 |
| Michael Robb | U.S. Bancorp Investments, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2025 | Aug 27, 2025 |
| Jeremy D Benberry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 11, 2025 | Aug 12, 2025 |
| Joep Jan Hogervorst | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Aug 20, 2025 |
| William Brian Miller | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Aug 27, 2025 (42 d) |
| Bryant Stein | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 22, 2025 |
| Surya Prakash Dubey | Cetera Investment Advisers LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2025 | Jul 21, 2025 |
| Devon Elise Killian | Raymond James Financial Services Advisors, Inc BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Jul 1, 2025 |
| Roy Blakeburn | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 20, 2025 | Jun 25, 2025 |
| Emily Van Der Merwe | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Aug 21, 2025 (73 d) |
| Thomas Nehring | Fifth Third Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2025 | Jun 3, 2025 |
| Nicholas Rimac | Equitable Advisors, LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2025 | Jun 24, 2025 |
| Michael Correll | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | Jul 28, 2025 (73 d) |
| Jarrod Burgess | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2025 | Aug 11, 2025 (96 d) |
| Kenneth Middleton | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 6, 2025 | Apr 30, 2025 |
| Lesley Baker | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | May 1, 2025 |
| Sandra Adame-Hernandez | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2025 | Mar 26, 2025 |
| John Miklovic Hyneman | Valic Financial Advisors, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2025 | Mar 25, 2025 |
| Christopher Brison | Raymond James Financial Services Advisors, Inc BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2025 | Mar 4, 2025 |
| James Kelvin Stroupe | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2025 | Jul 21, 2025 (178 d) |
| Roman Berkusenko | J.P. Morgan Securities LLC wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 19, 2025 | Jan 23, 2025 |
| Andrea Mckinley | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Jan 9, 2025 |
| Crystal Lynn Bain | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2024 | Jan 6, 2025 |
| Andrew Croman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 16, 2024 | Jan 14, 2025 |
| Natasha Jativa | Citizens Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Dec 5, 2024 |
| Jeffrey Lee Lawler | Tlg Advisors, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2024 | Nov 13, 2024 |
| John Kim | Umb Financial Services, Inc. independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 5, 2024 | Nov 7, 2024 |
| Jorge A Hernandez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 24, 2024 | Oct 17, 2024 |
| Virginia Ann Copley | Advice And Planning Services BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2024 | Nov 21, 2024 (52 d) |
| Greg James Smith | Key Investment Services LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2024 | Sep 30, 2024 |
| Shane Adam Kendrick | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2024 | Oct 29, 2024 (54 d) |
| Rajwinder Kaur | Principal Advised Services BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2024 | Nov 4, 2025 (432 d) |
| Eric Dale Baker | Pnc Wealth Management BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2024 | Aug 22, 2024 |
| Ashley Drury | Principal Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2024 | Jan 9, 2026 (545 d) |
| Jeffry Francis Axe | Citizens Securities, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2024 | Jan 27, 2025 (201 d) |
| Marcelo Flores | Empower Advisory Group, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2024 | Oct 30, 2024 (140 d) |
| 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) |
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560 moves match.