Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Borrasso, Richard GanimLPL Financial MetLife Securities$6002-23-2017
Timothy BlattnerLPL Financial MetLife Securities$5601-04-2017
Brancaccio William, Byrke SestokLPL Financial MetLife Securities$6008-08-2016
Ranjit BahadurLPL FinancialMetLife Securities$9505-16-2016
Willard EinsparLPL FinancialMetLife Securities$8205-06-2016
David N. Tinsley, George E. Vogel, Daniel C. TinsleyCommonwealth Financial NetworkMetLife Securities$22502-01-2016
William Albin, Sean Dobranich, Taina Gude, Pawel SzottWaddell and ReedMetLife Securities$8205-31-2015
Marc LevyAmeriprise FinancialMetLife Securities$6202-09-2015
Keith Havalotti, Gerald Bonner, Jeanine BerattaInvestors CapitalMetLife Securities$5001-02-2014
Tamar H. MogilskiLPL FinancialMetLife Securities$15008-09-2012
Kennedy Crossnan, William BrancucciRoyal AllianceMetLife Securities$10012-02-2011
Ron Ifrach, Jeff SmithMulti-Financial SecuritiesMetLife Securities$4012-27-2010
David HigginsSummit Brokerage ServicesMetLife Securities$3003-04-2010
Paul BailleySummit Brokerage ServicesMetLife Securities$3011-09-2009

Showing 1 to 14 of 14 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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