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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
Bryce L. CookAmeriprise Financial Services, LLCMetLife Securities Inc.08-15-2016
Wayne David KandasAmeriprise Financial Services, LLCMetLife Securities Inc.$15005-27-2016
Nicholas William DyerAmeriprise Financial Services, LLCMetLife Securities Inc.05-27-2016
Christopher W. KandasAmeriprise Financial Services, LLCMetLife Securities Inc.05-27-2016
Joseph Kenneth Edwins Jr.Ameriprise Financial Services, LLCMetLife Securities Inc.$15008-08-2014
Carlyn J. RankinAXA Advisors, LLCMetLife Securities Inc.10-12-2016
Scott Mclean ShermanCentaurus Financial, Inc.MetLife Securities Inc.08-30-2011
Ken Matsuo IhoriCentaurus Financial, Inc.MetLife Securities Inc.01-31-2011
Angelo Joseph Lazzara Sr.Centaurus Financial, Inc.MetLife Securities Inc.02-19-2010
Scott Arthur GroneCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Adam WertheimerCharles Schwab & Co., Inc.MetLife Securities Inc.08-01-2013
Dennis W Butner IIChase Investment Services Corp.MetLife Securities Inc.10-19-2009
Nikos GutrugianiosChase Investment Services Corp.MetLife Securities Inc.09-24-2009
Brent Benjamin BunneEdward JonesMetLife Securities Inc.04-12-2010
Joseph Roland KlimczakJ.P. Morgan Securities LLCMetLife Securities Inc.04-26-2016
Zachary Parker GreenLPL Financial LLCMetLife Securities Inc.07-12-2016
Michael Dominic GarmoneLPL Financial LLCMetLife Securities Inc.11-03-2014
Donald Peter BoucherLPL Financial LLCMetLife Securities Inc.04-21-2011
Sharon Elizabeth BoucherLPL Financial LLCMetLife Securities Inc.04-21-2011
Stephen Jeffrey HazelMagnificent Life Financial PlanningMetLife Securities Inc.03-26-2014
Shawn Knighton HoskinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$1002-06-2014
Richard Eric KoontzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-05-2012
Sarah Lynn PutnamPrincipal Securities, Inc.MetLife Securities Inc.06-30-2011
Sheldon Neil GosslingPrincipal Securities, Inc.MetLife Securities Inc.04-27-2011
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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.