Advisers on the Move

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
James BoudreauxLPL Financial LLCMetLife Securities Inc.$6111-15-2017
Jason Borrasso Richard GanimLPL Financial LLCMetLife Securities Inc.$6002-23-2017
Timothy BlattnerLPL Financial LLCMetLife Securities Inc.$5601-04-2017
Brancaccio William Byrke SestokLPL Financial LLCMetLife Securities Inc.$6008-08-2016
Ranjit BahadurLPL Financial LLCMetLife Securities Inc.$9505-16-2016
Willard EinsparLPL Financial LLCMetLife Securities Inc.$8205-06-2016
David N Tinsley George E Vogel Daniel C TinsleyCommonwealth Financial NetworkMetLife Securities Inc.$22502-01-2016
William Albin Sean Dobranich Taina Gude Pawel SzottWaddell & ReedMetLife Securities Inc.$8205-31-2015
Marc LevyAmeriprise Financial Services, LLCMetLife Securities Inc.$6202-09-2015
Keith Havalotti Gerald Bonner Jeanine BerattaInvestors Capital Corp.MetLife Securities Inc.$5001-02-2014
Tamar H MogilskiLPL Financial LLCMetLife Securities Inc.$15008-09-2012
Kennedy Crossnan William BrancucciRoyal Alliance Associates, Inc.MetLife Securities Inc.$10012-02-2011
David HigginsSummit Brokerage Services, Inc.MetLife Securities Inc.$3003-04-2010
Paul BailleySummit Brokerage Services, Inc.MetLife Securities Inc.$3011-09-2009
David FleisherEquitable Advisors, LLCMetLife Securities Inc.$90008-15-2016
Ron Ifrach Jeff SmithMulti-Financial SecuritiesMetLife Securities Inc.$4012-27-2010
Ronald H PriorHalliday Financial, LLCMetLife Securities Inc.$1008-04-2017
William Douglas DutraSecurian Financial Services, Inc.MetLife Securities Inc.06-26-2017
James Paul CooneyHornor, Townsend & Kent, LLCMetLife Securities Inc.05-18-2017
William Henry Powers IIIPruco Securities, LLC.MetLife Securities Inc.05-10-2017
Brian Scott FalconerSecurian Financial Services, Inc.MetLife Securities Inc.04-12-2017
Timothy Lane JohnstonWoodbury Financial Services, Inc.MetLife Securities Inc.04-10-2017
John William SheaGenesis Wealth Management, Inc.MetLife Securities Inc.04-10-2017
Christopher Neal AldersonNYLIFE Securities LLCMetLife Securities Inc.$5004-06-2017
Allen Lee McKeehanHorace Mann Investors, Inc.MetLife Securities Inc.04-04-2017
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.