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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael William RileyEquitable Advisors, LLCMetLife Securities Inc.12-15-2016
Dickran M KabarajianEquitable Advisors, LLCMetLife Securities Inc.12-01-2016
Lorentz KristiansenEquitable Advisors, LLCMetLife Securities Inc.09-07-2016
David FleisherEquitable Advisors, LLCMetLife Securities Inc.$90008-15-2016
Carlos John GuevaraEquitable Advisors, LLCMetLife Securities Inc.$5007-22-2016
David Fleisher IiEquitable Advisors, LLCMetLife Securities Inc.$15007-22-2016
Andrew Hunt McilhennyEquitable Advisors, LLCMetLife Securities Inc.$2507-22-2016
Eric MarkowitzEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Brian Patrick WellsEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Jerel Keith RuttenbergEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Ann Margaret MulderigEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Shaun David OConnorEquitable Advisors, LLCMetLife Securities Inc.$5007-22-2016
Brian Cooper SmithEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Morton KolmanEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Stephen Kenneth GoldbergEquitable Advisors, LLCMetLife Securities Inc.$807-22-2016
Paul Allen MarkowichEquitable Advisors, LLCMetLife Securities Inc.$2507-22-2016
Christopher Ohjoon KwonEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Robert M GainesEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Dylan Yale LambornEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Brandon George FridayEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Matthew S CraneEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Kenneth R BeebeEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Wesley Jordan BurkeEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
David N MebsEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
Jacob Edward LongEquitable Advisors, LLCMetLife Securities Inc.07-22-2016
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Showing 1 to 25 of 35 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.