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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
CHRISTOPHER BRIAN JONES1st Global Capital Corp.MetLife Securities Inc.07-08-2016
Dane Michael Brockman1st Global Capital Corp.MetLife Securities Inc.03-24-2016
Bryan Everette Spencer1st Global Capital Corp.MetLife Securities Inc.08-01-2010
Arnie Kenneth CabilesAchievable Wealth, LLCMetLife Securities Inc.08-23-2016
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
Richard S SentnorAdvisory Resource Group, LLCMetLife Securities Inc.06-09-2015
MATTHEW TAYLOR HOSKINSALLEGIS INVESTMENT ADVISORS, LLCMetLife Securities Inc.02-21-2013
Russell Kyle NaborsAllstate Financial Services, LLCMetLife Securities Inc.03-23-2017
Morgan Shane DensonAllstate Financial Services, LLCMetLife Securities Inc.03-07-2017
David Ryan BowenAllstate Financial Services, LLCMetLife Securities Inc.$5001-24-2017
Susan K BaconAllstate Financial Services, LLCMetLife Securities Inc.10-27-2016
David Anthony VessellaAllstate Financial Services, LLCMetLife Securities Inc.10-17-2016
Mark Alan McginnisAllstate Financial Services, LLCMetLife Securities Inc.09-29-2016
Kevin August FalkenbergAllstate Financial Services, LLCMetLife Securities Inc.09-22-2016
Scott Alan McginnisAllstate Financial Services, LLCMetLife Securities Inc.08-12-2016
Joseph Thomas Anderson Jr.Allstate Financial Services, LLCMetLife Securities Inc.06-21-2016
Arthur Wayne PotterAllstate Financial Services, LLCMetLife Securities Inc.05-27-2016
Michael Thomas Dipuppo Jr.Allstate Financial Services, LLCMetLife Securities Inc.03-30-2016
Norman J Craig Jr.Allstate Financial Services, LLCMetLife Securities Inc.03-16-2016
Anthony Gerald McginnisAllstate Financial Services, LLCMetLife Securities Inc.03-15-2016
Terry Patrick WallAllstate Financial Services, LLCMetLife Securities Inc.$103-15-2016
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
Michael Edward HarveyAllstate Financial Services, LLCMetLife Securities Inc.06-29-2015
Francisco Javier DelgadoAllstate Financial Services, LLCMetLife Securities Inc.$2505-28-2015
Ronald Arthur GentileAllstate Financial Services, LLCMetLife Securities Inc.05-21-2015
Next Page »

Showing 1 to 25 of 1,733 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.

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