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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Wendell Anthony Rounds | Ameriprise Financial Services, LLC national BD | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2026 | Jul 31, 2026 |
| Seth Sebastian Hicks | J.P. Morgan Securities LLC wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2026 | Apr 23, 2026 |
| Michael Merk | Ally Invest Advisors independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 26, 2026 | Jun 10, 2026 (76 d) |
| James Robert Herberger | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Nov 6, 2025 |
| Daniel Bradaick | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 2, 2025 |
| Brent L Blaus | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Eric S Sparling | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Christopher Allen Egli | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Robert J Hyde | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Jay Charles Dias | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Brian D Tussing | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| David Thomas Robinson | LPL Financial LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 3, 2025 |
| Andrew J. Nothstine | Fifth Third Securities, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 1, 2025 |
| Stefan Lars Brannare | Cetera Investment Advisers LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | Jun 12, 2025 |
| Janet Louise Morris | LPL Enterprise, LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2025 | May 2, 2025 |
| Matthew Bennito D'Amico | Tlg Advisors, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2025 | Apr 27, 2026 (367 d) |
| Biswojit Rebeiro | Northwest Financial Advisors LLC independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 25, 2025 | May 13, 2025 (77 d) |
| Sharon J Aller | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2024 | Apr 17, 2024 (50 d) |
| Kirk Douglas Michel | Morgan Stanley wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 8, 2023 | Nov 17, 2023 |
| Perry M Reynolds | Columbus Investment Advisory Inc. independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2023 | Sep 25, 2023 (47 d) |
| Brooke Megan Carroll | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2023 | May 8, 2023 |
| Christopher Brian Vassilo | Cetera Investment Advisers LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2022 | Mar 11, 2024 (725 d) |
| Jason Scott Mcfarland | J.P. Morgan Securities LLC wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 3, 2022 | Jan 13, 2022 |
| Robert Dummer | Citizens Securities, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2021 | Jan 10, 2022 (89 d) |
| Loren Joseph Glaser | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2021 | Aug 10, 2021 |
| Kevin M Davis | Morgan Stanley wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 18, 2021 | Aug 17, 2021 (60 d) |
| Michael Ray Schneider | Huntington Financial Advisors BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2021 | Jun 25, 2021 |
| Adam Morris | Edward Jones national BD | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2021 | Jun 10, 2022 (462 d) |
| Robert Dale Bodnar | Cetera Investment Advisers LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2020 | Jan 14, 2021 |
| Seth Perry White | Security Capital Management independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2020 | Jul 14, 2020 (98 d) |
| Chad L. Lino | Osaic Institutions, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2019 | Dec 3, 2019 |
| Christopher Russell Walter | Truist Advisory Services, Inc. BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2019 | Feb 8, 2022 (865 d) |
| James Adam Tracy | Advice And Planning Services BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2019 | Oct 8, 2019 |
| Daniel Weimer | Key Investment Services LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2019 | Aug 28, 2019 |
| Mark Adam Wakeland | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2019 | Aug 2, 2019 (56 d) |
| Lisa Finkelstein Stavsky | Advice And Planning Services BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2019 | Apr 5, 2019 |
| Matthew Vaughn Roth | On Investment Management Co BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2019 | Jan 14, 2019 |
| Dawn Mcanly Nelson | LPL Financial LLC independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 11, 2019 | Jan 17, 2019 |
| Karen Quinn Watson | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 16, 2018 |
| Rebecca Mayer Hern | Pnc Wealth Management BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Nov 30, 2018 |
| Adelina Patrica Vela | Foresters Advisory Services, LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2018 | Oct 9, 2018 |
| Drew Adam Ecklund | LPL Financial LLC independent RIA | Wesbanco Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2018 | Jan 10, 2022 (1376 d) |
| Dustin Glynn Kostalek | Bb&T Securities, LLC BD affiliated | Wesbanco Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2018 | Oct 9, 2018 (193 d) |
| William H Hecklick | Citizens Securities, Inc. other | Wesbanco Securities, Inc. BD affiliated | Other | Oct 6, 2017 | Oct 11, 2017 |
| David Alan Reynolds | Bb&T Investment Services, Inc. other | Wesbanco Securities, Inc. BD affiliated | Other | Jul 18, 2017 | Jul 24, 2017 |
| Janet Elaine Gubanic | Pnc Wealth Management other | Wesbanco Securities, Inc. BD affiliated | Other | May 3, 2017 | Jul 30, 2019 (818 d) |
| Ryan Bruce Lavielle | Cuso Financial Services, L.P. other | Wesbanco Securities, Inc. BD affiliated | Other | Oct 3, 2016 | Oct 13, 2016 |
| Tyler Landon Williams | U.S. Bancorp Investments, Inc. other | Wesbanco Securities, Inc. BD affiliated | Other | Jun 20, 2016 | Jun 28, 2016 |
| Sherri Lynn Sharpe | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Dec 8, 2015 | Dec 9, 2015 |
| Anthony James Caruso | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Oct 23, 2015 | Oct 16, 2015 |
| Shannon J Bauer | Fifth Third Securities, Inc. other | Wesbanco Securities, Inc. BD affiliated | Other | Oct 19, 2015 | Oct 30, 2015 |
| David Robert Mcginley | Citizens Securities, Inc. other | Wesbanco Securities, Inc. BD affiliated | Other | Jul 6, 2015 | Jul 3, 2015 |
| Janet Louise Morris | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Jun 22, 2015 | Jul 6, 2015 |
| Rose Lynn Wilson | United Brokerage Services Inc other | Wesbanco Securities, Inc. BD affiliated | Other | Mar 3, 2015 | Mar 13, 2015 |
| Gary Scott Williamson | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Nov 3, 2014 | Nov 4, 2014 |
| Joshua Blair Schmalz | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Nov 3, 2014 | Oct 24, 2014 |
| James Ebon Starcher | Wells Fargo Advisors wirehouse | Wesbanco Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 9, 2014 | Sep 3, 2014 |
| Robert Jay Davis | Cetera Investment Advisers LLC other | Wesbanco Securities, Inc. BD affiliated | Other | Apr 22, 2014 | Jan 14, 2015 (267 d) |
| Paul Douglas Curnes | Cetera Advisor Networks LLC other | Wesbanco Securities, Inc. BD affiliated | Other | Jan 3, 2014 | Jan 13, 2014 |
| Vicki Lynn Wiley | Huntington Financial Advisors other | Wesbanco Securities, Inc. BD affiliated | Other | Apr 26, 2013 | May 8, 2013 |
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69 moves match.