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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shaquawn D. SchasaPruco Securities, LLC.MetLife Securities Inc.$50007-19-2016
Richard Leo ScordoPruco Securities, LLC.MetLife Securities Inc.$50012-02-2014
Kevin Copple AustinPruco Securities, LLC.MetLife Securities Inc.$50003-27-2014
Harlan A HalePruco Securities, LLC.MetLife Securities Inc.$50008-21-2013
David Paul FeldsteinPruco Securities, LLC.MetLife Securities Inc.$50001-24-2013
Bruce Morley DeppolitiPruco Securities, LLC.MetLife Securities Inc.$25011-29-2016
Harold LeverettPruco Securities, LLC.MetLife Securities Inc.$25001-07-2016
Anthony Thomas Giuliante Jr.Pruco Securities, LLC.MetLife Securities Inc.$25001-28-2015
FRANK LLYOD DAVIDSONPruco Securities, LLC.MetLife Securities Inc.$25005-29-2014
Henry Allan BruhPruco Securities, LLC.MetLife Securities Inc.$25010-28-2013
Donald Allan HinklePruco Securities, LLC.MetLife Securities Inc.$25008-16-2013
Bryan WeinsteinPruco Securities, LLC.MetLife Securities Inc.$21602-10-2015
Gary Lee MeadowsPruco Securities, LLC.MetLife Securities Inc.$10003-02-2017
David Alan BaumPruco Securities, LLC.MetLife Securities Inc.$10001-25-2017
Jose Luis PerezPruco Securities, LLC.MetLife Securities Inc.$10010-14-2016
Fermon Lee OwensPruco Securities, LLC.MetLife Securities Inc.$10006-16-2016
Gilbert Anthony Mathieu Jr.Pruco Securities, LLC.MetLife Securities Inc.$10005-06-2016
Ellis George AnnettPruco Securities, LLC.MetLife Securities Inc.$10003-27-2015
Richard William NagelPruco Securities, LLC.MetLife Securities Inc.$10003-04-2015
Kyung Bae KimPruco Securities, LLC.MetLife Securities Inc.$10002-17-2015
Connell Joseph TarrPruco Securities, LLC.MetLife Securities Inc.$10005-09-2014
Michael Ivan SavinPruco Securities, LLC.MetLife Securities Inc.$10003-24-2014
Alan Jay MendlowitzPruco Securities, LLC.MetLife Securities Inc.$10002-13-2014
Donald Gene BlummerPruco Securities, LLC.MetLife Securities Inc.$10012-16-2013
Douglas Edward Jimolka Sr.Pruco Securities, LLC.MetLife Securities Inc.$10007-24-2013
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Showing 1 to 25 of 111 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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