Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Lynn DicksonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Henry J PlylerMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2017
Chandara LimMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2016
Robert Thomas WeilMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2016
Peter John HaynesMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$4209-01-2016
Michael John PerishoMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-20-2016
John RatkoskiMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-19-2016
Brittany Michelle HaunMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2016
Brandon CohenMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2015
Christopher Michael CovelloMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-04-2015
Errol MercadoMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2015
John Anthony OcchipintiMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-30-2015
Anthony LeoneMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2015
Terrell A. WilsonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2015
Robert J SandMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2015
Thomas A. ValdezMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2015
Jose Rubeiro Da CruzMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-10-2015
Bryana Jane GibsonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1006-23-2015
Melissa Renee PoagMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-13-2015
Steven Gerald MckayMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-13-2015
Gregg Thomas MaleriMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-17-2015
Danielle Lynette SydnorMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1004-13-2015
Dan Matthew WagnerMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2015
Daniel Paul NeumanMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1002-25-2015
David R. AndrewsMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-23-2015
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.