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
Sally Hyunsook ChungWoodbury Financial Services, Inc.MetLife Securities Inc.$2506-30-2010
Brad PinterWFG Investments, Inc.MetLife Securities Inc.04-01-2011
Brian Ernest SoczkaWells Fargo Clearing Services, LLCMetLife Securities Inc.08-06-2013
Gregory Delbert BrownWaddell & ReedMetLife Securities Inc.01-26-2015
Vanessa AldapeWaddell & ReedMetLife Securities Inc.03-25-2013
Bruce A. SkowronskiWaddell & ReedMetLife Securities Inc.09-26-2012
Raul Enrique JacobsWaddell & ReedMetLife Securities Inc.05-10-2012
James Joseph FreyWaddell & ReedMetLife Securities Inc.03-14-2012
Richard Bruno CasolariVoya Financial Advisors, Inc.MetLife Securities Inc.$5005-11-2016
James Gerard MacakVoya Financial Advisors, Inc.MetLife Securities Inc.12-14-2015
Fred Ray McEwenVALIC Financial Advisors, Inc.MetLife Securities Inc.01-16-2013
Fan LiTransamerica Financial Advisors, IncMetLife Securities Inc.10-27-2016
Lucian Jackson Jr.Transamerica Financial Advisors, IncMetLife Securities Inc.11-19-2013
Juan Mendoza WheatState Farm VP Management Corp.MetLife Securities Inc.05-04-2012
Victor Luis PerezSignator Investors, Inc.MetLife Securities Inc.06-20-2014
Matthew Joseph GuzmanSignator Investors, Inc.MetLife Securities Inc.02-04-2014
Raymond J. OrtegaSignator Investors, Inc.MetLife Securities Inc.12-06-2013
Jonathan Jay FrydmanSignator Investors, Inc.MetLife Securities Inc.$15001-22-2010
James N. ArgentineSigma Financial CorporationMetLife Securities Inc.02-07-2014
Katie Ellen JansenSecurian Financial Services, Inc.MetLife Securities Inc.08-17-2012
Michael Stephen KrzywdzinskiSagePoint Financial, Inc.MetLife Securities Inc.$2505-12-2016
Thomas KobylinskiSagePoint Financial, Inc.MetLife Securities Inc.05-12-2016
Mark Allen ByarsRaymond James & Associates, Inc.MetLife Securities Inc.10-03-2011
Donald Gene BlummerPruco Securities, LLC.MetLife Securities Inc.12-16-2013
Ann Therese TodiscoPruco Securities, LLC.MetLife Securities Inc.11-05-2013
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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.