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
Jean Belcher GaddNorthwestern Mutual Investment Services, LLCMetLife Securities Inc.01-05-2009
Frank RosanoNYLIFE Securities LLCMetLife Securities Inc.01-05-2009
E. James Camaglia Jr.Natcity Investments, Inc.MetLife Securities Inc.01-07-2009
Alex GlushanokNationwide Planning Associates Inc.MetLife Securities Inc.$15001-07-2009
Nathanael KelleyAXA Advisors, LLCMetLife Securities Inc.01-08-2009
Bethsie Magda DejeanNatcity Investments, Inc.MetLife Securities Inc.01-09-2009
Shaefer William OshefskyHarbour Investments, Inc.MetLife Securities Inc.01-12-2009
Patrick Joseph SheridanAllstate Financial Services, LLCMetLife Securities Inc.01-12-2009
David Clinton WilsonEdward JonesMetLife Securities Inc.01-12-2009
Shanon Gerald MoonSecurities America, Inc.MetLife Securities Inc.01-14-2009
Frank Etter Grimes IIINorthwestern Mutual Investment Services, LLCMetLife Securities Inc.01-14-2009
Brian James DevinneyGWN Securities Inc.MetLife Securities Inc.01-21-2009
Austin Lacey Alamander HolbrookNatcity Investments, Inc.MetLife Securities Inc.01-26-2009
Frank Edward RoylanceHalliday Financial, LLCMetLife Securities Inc.01-29-2009
Robert Lawrence NixonSignator Investors, Inc.MetLife Securities Inc.01-30-2009
Thomas Brock LloydChase Investment Services Corp.MetLife Securities Inc.02-01-2009
Mark D RoopCambridge Investment Research, Inc.MetLife Securities Inc.02-01-2009
Thomas PallogudisPark Avenue Securities LLCMetLife Securities Inc.02-01-2009
Marc Anthony MirabellaPark Avenue Securities LLCMetLife Securities Inc.02-01-2009
Kenneth James Hitzemann IIISecurities America, Inc.MetLife Securities Inc.02-02-2009
Michael Bryan AntonivichNYLIFE Securities LLCMetLife Securities Inc.02-04-2009
Kimberly Ann GieselerLPL Financial LLCMetLife Securities Inc.02-05-2009
Edward Daley SharkeyFirst Allied Securities, Inc.MetLife Securities Inc.02-06-2009
Robert Caesar BonviniHSBC Securities (USA) Inc.MetLife Securities Inc.02-09-2009
Eric G. SafarianState Farm VP Management Corp.MetLife Securities Inc.02-09-2009
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Showing 1 to 25 of 1,978 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.