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
Rickey Del Thomas IICambridge Investment Research, Inc.MetLife Securities Inc.03-03-2017
Donna Lee TalleyCambridge Investment Research, Inc.MetLife Securities Inc.11-18-2016
Richard Mario BlancoCambridge Investment Research, Inc.MetLife Securities Inc.$2511-10-2016
David Patrick CowdenCambridge Investment Research, Inc.MetLife Securities Inc.09-02-2016
Michael Richard LaliberteCambridge Investment Research, Inc.MetLife Securities Inc.09-01-2016
Edwin George ReynoldsCambridge Investment Research, Inc.MetLife Securities Inc.$4404-29-2016
Anne Marie ClaytonCambridge Investment Research, Inc.MetLife Securities Inc.03-21-2016
Quinn Daniel CampbellCambridge Investment Research, Inc.MetLife Securities Inc.03-04-2016
Andrew James LatourelleCambridge Investment Research, Inc.MetLife Securities Inc.01-04-2016
Scott David KindermanCambridge Investment Research, Inc.MetLife Securities Inc.$1008-18-2015
Eric A. McCullyCambridge Investment Research, Inc.MetLife Securities Inc.05-04-2015
Michael Edward NewellCambridge Investment Research, Inc.MetLife Securities Inc.$2504-22-2015
Joseph R. FergusonCambridge Investment Research, Inc.MetLife Securities Inc.$1004-22-2015
Jeffrey Michael TrugmanCambridge Investment Research, Inc.MetLife Securities Inc.$1001-30-2015
Debora Renee CollinsCambridge Investment Research, Inc.MetLife Securities Inc.$10001-02-2015
Bryan TrugmanCambridge Investment Research, Inc.MetLife Securities Inc.12-05-2014
David ChoitCambridge Investment Research, Inc.MetLife Securities Inc.12-05-2014
John Scott WellsCambridge Investment Research, Inc.MetLife Securities Inc.$2510-17-2014
Michael Anthony WilsonCambridge Investment Research, Inc.MetLife Securities Inc.10-03-2014
Randolph Depray Weatherton IICambridge Investment Research, Inc.MetLife Securities Inc.10-01-2014
Michael Ray BoydCambridge Investment Research, Inc.MetLife Securities Inc.$5008-29-2014
David Robert MannikkoCambridge Investment Research, Inc.MetLife Securities Inc.08-29-2014
Seth David AsherCambridge Investment Research, Inc.MetLife Securities Inc.$1007-14-2014
Douglas Allan EisertCambridge Investment Research, Inc.MetLife Securities Inc.04-14-2014
Dennis Dale DresherCambridge Investment Research, Inc.MetLife Securities Inc.02-03-2014
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Showing 1 to 25 of 34 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.

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