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
Clayton Alexander NashCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Ahmad Motallebi KashaniCommonwealth Financial NetworkMetLife Securities Inc.$5002-16-2017
Cameron Stephan KashaniCommonwealth Financial NetworkMetLife Securities Inc.02-16-2017
Ranjan JagetiaCommonwealth Financial NetworkMetLife Securities Inc.01-06-2017
Shaun O'BoyleCommonwealth Financial NetworkMetLife Securities Inc.$2511-04-2016
Kevin Scott Flick, Alan Andrew FlickCommonwealth Financial NetworkMetLife Securities Inc.08-12-2016
John Richard PrattiCommonwealth Financial NetworkMetLife Securities Inc.$15007-29-2016
Derek Preston BuddCommonwealth Financial NetworkMetLife Securities Inc.07-08-2016
Eric David KieffnerCommonwealth Financial NetworkMetLife Securities Inc.07-08-2016
Gary Preston BuddCommonwealth Financial NetworkMetLife Securities Inc.$5007-08-2016
Keith Edward TatlockCommonwealth Financial NetworkMetLife Securities Inc.$5002-26-2016
David Norton TinsleyCommonwealth Financial NetworkMetLife Securities Inc.$18902-01-2016
Clint Sterling MyersCommonwealth Financial NetworkMetLife Securities Inc.12-04-2015
Tracy Dena Thornlow, Lacey JordanCommonwealth Financial NetworkMetLife Securities Inc.05-04-2015
Kathleen Marie OconnorCommonwealth Financial NetworkMetLife Securities Inc.04-02-2015
Christopher George BafusCommonwealth Financial NetworkMetLife Securities Inc.02-06-2015
Shawn A Steffens, Shain Andru SteffensCommonwealth Financial NetworkMetLife Securities Inc.06-24-2014
Ryan Joseph Graczyk, Orlando Ricardo FerraroCommonwealth Financial NetworkMetLife Securities Inc.03-28-2014
Jay T. Dryden, Kelly Vance MoiseCommonwealth Financial NetworkMetLife Securities Inc.02-24-2014
Nancy Jane Boggs LapointeCommonwealth Financial NetworkMetLife Securities Inc.$108-09-2013
Zale Robert CrawfordCommonwealth Financial NetworkMetLife Securities Inc.08-09-2013
David Keith GarrowCommonwealth Financial NetworkMetLife Securities Inc.08-01-2011

Showing 1 to 22 of 22 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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