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
Christopher Michael FashAmeriprise Financial Services, Inc.MetLife Securities Inc.$10002-15-2017
Gil Lawrence FashAmeriprise Financial Services, Inc.MetLife Securities Inc.02-15-2017
Jerome Edward StrzeleckiAmeriprise Financial Services, Inc.MetLife Securities Inc.02-15-2017
Jason S YangNYLIFE Securities LLCMetLife Securities Inc.01-23-2017
Bryna Ann KanarekCambridge Investment Research, Inc.MetLife Securities Inc.11-18-2016
Thomas BorsellinoLPL Financial LLCMetLife Securities Inc.11-04-2016
Fan LiTransamerica Financial Advisors, IncMetLife Securities Inc.10-27-2016
Timothy James DunnebackEquity Services, Inc.MetLife Securities Inc.$109-09-2016
Adam J StoneSaxony Securities, Inc.MetLife Securities Inc.08-26-2016
Andrew C HallLPL Financial LLCMetLife Securities Inc.08-16-2016
Douglas Michael ZatorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-30-2016
Raymond Alagao VelascoLPL Financial LLCMetLife Securities Inc.$1006-22-2016
Kevin Patrick NixLPL Financial LLCMetLife Securities Inc.$2506-20-2016
Michael Stephen KrzywdzinskiSagePoint Financial, Inc.MetLife Securities Inc.$10005-12-2016
Thomas KobylinskiSagePoint Financial, Inc.MetLife Securities Inc.$105-12-2016
Willard John EinsparLPL Financial LLCMetLife Securities Inc.$2505-06-2016
Xiaowen WangTransamerica Financial Advisors, IncMetLife Securities Inc.04-25-2016
Anne Marie ClaytonCambridge Investment Research, Inc.MetLife Securities Inc.03-21-2016
Craig Joseph HorvathLevel Four Advisory ServicesMetLife Securities Inc.12-22-2015
James Gerard MacakVoya Financial Advisors, Inc.MetLife Securities Inc.12-14-2015
Justine Hyun Soo ChonNYLIFE Securities LLCMetLife Securities Inc.12-11-2015
John Byard Keener IIIFSC Securities CorporationMetLife Securities Inc.$1009-03-2015
Kevin Patrick WallFSC Securities CorporationMetLife Securities Inc.$10009-03-2015
William Thomas MaxwellOpus Wealth Management GroupMetLife Securities Inc.05-14-2015
Kyle Brookes McbroomOpus Wealth Management GroupMetLife Securities Inc.05-13-2015
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Showing 1 to 25 of 87 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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