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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Neal AldersonNYLIFE Securities LLCMetLife Securities Inc.04-06-2017
Jason YangNYLIFE Securities LLCMetLife Securities Inc.01-23-2017
Thinh Quoc NguyenNYLIFE Securities LLCMetLife Securities Inc.01-20-2017
Kevin Martin FinnNYLIFE Securities LLCMetLife Securities Inc.12-21-2016
Stephen T. CarrilloNYLIFE Securities LLCMetLife Securities Inc.11-21-2016
Christopher M. StudnickyNYLIFE Securities LLCMetLife Securities Inc.10-28-2016
Paul Frederick HugoNYLIFE Securities LLCMetLife Securities Inc.10-17-2016
David KoberNYLIFE Securities LLCMetLife Securities Inc.08-31-2016
Kathleen BrownNYLIFE Securities LLCMetLife Securities Inc.05-27-2016
James Paul KolfNYLIFE Securities LLCMetLife Securities Inc.$5005-25-2016
Nakiya N. DansoNYLIFE Securities LLCMetLife Securities Inc.05-05-2016
Jonathan Geoffrey MeadNYLIFE Securities LLCMetLife Securities Inc.05-04-2016
Jared E. EllisNYLIFE Securities LLCMetLife Securities Inc.05-03-2016
Anthony Michael MantellinoNYLIFE Securities LLCMetLife Securities Inc.$5004-22-2016
Thomas Ludford McNairNYLIFE Securities LLCMetLife Securities Inc.03-14-2016
Howard Glenn HannaNYLIFE Securities LLCMetLife Securities Inc.01-26-2016
William Benjamin Allen McNairNYLIFE Securities LLCMetLife Securities Inc.01-13-2016
Justine H. ChonNYLIFE Securities LLCMetLife Securities Inc.12-11-2015
Jeffrey V. DesmaraisNYLIFE Securities LLCMetLife Securities Inc.09-28-2015
Barrington Anthony Martin HewittNYLIFE Securities LLCMetLife Securities Inc.09-16-2015
William James HiteNYLIFE Securities LLCMetLife Securities Inc.08-20-2015
Sandy Bhagwandai WilbertNYLIFE Securities LLCMetLife Securities Inc.07-15-2015
Anna ChuNYLIFE Securities LLCMetLife Securities Inc.05-26-2015
Choddie Toi BryantNYLIFE Securities LLCMetLife Securities Inc.$1005-06-2015
Gregory O. McCurry Sr.NYLIFE Securities LLCMetLife Securities Inc.04-15-2015
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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.