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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vincent Nicholas MartinoPruco Securities, LLC.MetLife Securities Inc.07-31-2019
Ronald H PriorHalliday Financial, LLCMetLife Securities Inc.$1008-04-2017
Charles Ray Hunt Jr.Raymond James Financial Services, Inc.MetLife Securities Inc.07-18-2017
Greg Gregory BoudonFarmers Financial Solutions, LLCMetLife Securities Inc.04-25-2017
Prince Antoinio BryantMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-20-2017
Brian Scott FalconerSecurian Financial Services, Inc.MetLife Securities Inc.04-12-2017
Allen Lee MckeehanHorace Mann Investors, Inc.MetLife Securities Inc.$104-04-2017
Christopher Randolph StanleyWells Fargo Clearing Services, LLCMetLife Securities Inc.$104-03-2017
Isabel Maria Rodrigues-PauloSecurian Financial Services, Inc.MetLife Securities Inc.03-30-2017
Devang M. PatelIFS Planning Strategies, LLCMetLife Securities Inc.03-29-2017
Gail Antoinette MilonELE Wealth Advisors, Inc.MetLife Securities Inc.03-29-2017
Low Khouan SaeleeHorace Mann Investors, Inc.MetLife Securities Inc.03-29-2017
Troy Robert BangsLPL Financial LLCMetLife Securities Inc.03-24-2017
Warren Richard GravesLincoln Financial Advisors CorporationMetLife Securities Inc.03-24-2017
Russell Kyle NaborsAllstate Financial Services, LLCMetLife Securities Inc.03-23-2017
Alex James BrignacEdward JonesMetLife Securities Inc.03-22-2017
Darren Robert GrossmanCentaurus Financial, Inc.MetLife Securities Inc.$103-21-2017
Edward Thomas MunozG.F. Investment Services, LLCMetLife Securities Inc.03-21-2017
Melissa A CiotoliRESNICK ADVISORSMetLife Securities Inc.03-17-2017
Susan Lois LightLPL Financial LLCMetLife Securities Inc.$2503-13-2017
Phineas Adam Turner Sr.Pruco Securities, LLC.MetLife Securities Inc.03-09-2017
Zhong Da WangPruco Securities, LLC.MetLife Securities Inc.03-09-2017
Robert James Covello Jr.Securian Financial Services, Inc.MetLife Securities Inc.$103-08-2017
Eric Michael GowerPruco Securities, LLC.MetLife Securities Inc.03-07-2017
Morgan Shane DensonAllstate Financial Services, LLCMetLife Securities Inc.03-07-2017
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Showing 1 to 25 of 1,734 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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