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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christi Deneen KoehleMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Jon D. HuntMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Wayne D. KuykendallMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Lewis Stanley StraughnMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Tera Susan WigginsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Leroy Vernon DavisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Deborah Hansen MorrisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Tillman ClementsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Angela Coffey HillMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Mittie E. BrownMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kevin Lee CoffeyBBVA Securities Inc.MetLife Securities Inc.03-14-2017
Michael John SheehanAmeriprise Financial Services, Inc.MetLife Securities Inc.08-07-2015
Lee Frank Jenkins IIILPL Financial LLCMetLife Securities Inc.10-07-2014
Steven Loveless SmileyNationwide Securities, LLCMetLife Securities Inc.03-13-2014
Jay T. Dryden, Kelly Vance MoiseCommonwealth Financial NetworkMetLife Securities Inc.02-24-2014
Bryan Lee ParkerAmeriprise Financial Services, Inc.MetLife Securities Inc.$1003-09-2011
Kimberly Patrick BushPrincipal Securities, Inc.MetLife Securities Inc.05-13-2009

Showing 1 to 17 of 17 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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