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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aric DambrevilleWells Fargo Clearing Services, LLCMetLife Investors Distribution Company04-07-2017
Felicia Joy WilsonTIAA-CREF Individual & Institutional Services, LLCMetLife Investors Distribution Company03-15-2017
Mateaia Y. LovejoyVanguard Marketing CorporationMetLife Investors Distribution Company02-24-2017
Autumn A. Smith-FaulknerVanguard Marketing CorporationMetLife Investors Distribution Company12-20-2016
Teneshia ButlerVanguard Marketing CorporationMetLife Investors Distribution Company12-19-2016
Paul Anthony LapianaMML Investors Services, LLCMetLife Investors Distribution Company09-30-2016
Joseph CampagnaTIAA-CREF Individual & Institutional Services, LLCMetLife Investors Distribution Company05-27-2015
Ragan Scarlet SheetsP.J. Robb Variable CorporationMetLife Investors Distribution Company04-21-2015
Charles Wesley Conkling IVPNC InvestmentsMetLife Investors Distribution Company03-03-2015
Alvin Dale Riley IILPL Financial LLCMetLife Investors Distribution Company03-02-2015
Digger Danny RasmussenPNC InvestmentsMetLife Investors Distribution Company10-14-2014
Michael Shawn TivnanWells Fargo Clearing Services, LLCMetLife Investors Distribution Company12-03-2013

Showing 1 to 12 of 12 entries

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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.