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
Buhm Jin NamMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Jeffrey GoldsteinMML Investors Services, LLCMetLife Securities Inc.$3103-25-2017
Pamela Jean HoppeMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Larry Duane Burney Sr.MML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
William Steven TroutmanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas Clouse Madison Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Alan Keith HallmanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Rainey Morris Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Lee BulvinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Luvern NickersonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Alicia Thuy ChauMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Shyam MohammedMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Allen WaltersMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Mee Hyung KimMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gordon Keith McElrathMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Patrick M. HannaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gabriela Bernadeta CameronMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Erin ChunMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Purvi Bhaskar BhavsarMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joyce Yoon GhuMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Yongja K BaeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Eunie Y. LeeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gisook J. LimMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Nicholas Leon SearcyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Carlos Antonio Forde Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Next Page »

Showing 1 to 25 of 37 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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