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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.
Adviser(s)
Firm leaving
Firm joining
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Tamar H. Mogilski | LPL Financial | MetLife Securities | $150 | 12-10-2012 |
| Kennedy Crossnan, William Brancucci | Royal Alliance | MetLife Securities | $100 | 12-02-2011 |
| Ron Ifrach, Jeff Smith | Multi-Financial Securities | MetLife Securities | $40 | 12-27-2010 |
| David Higgins | Summit Brokerage Services | MetLife Securities | $30 | 03-04-2010 |
| Paul Bailley | Summit Brokerage Services | MetLife Securities | $30 | 11-09-2009 |
Showing 1 to 5 of 5 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.