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
Jessie Sean MooreCetera Financial Specialists LLCMetLife Securities Inc.$5008-05-2009
Ruben Zapata Jr.Fifth Third Securities, Inc.MetLife Securities Inc.10-05-2009
John McCreary SusinMorgan StanleyMetLife Securities Inc.10-19-2009
Jonathan Jay FrydmanSignator Investors, Inc.MetLife Securities Inc.$15001-22-2010
Eric James NelsonChase Investment Services Corp.MetLife Securities Inc.02-01-2010
Jordan M JacobsEstate & Trust AdvisorsMetLife Securities Inc.03-18-2010
Sally Hyunsook ChungWoodbury Financial Services, Inc.MetLife Securities Inc.$2506-30-2010
Lori Jane MillerLPL Financial LLCMetLife Securities Inc.06-30-2010
Gregory YutzeyCetera Financial Specialists LLCMetLife Securities Inc.08-20-2010
Rob Dean HooverMWA Financial Services Inc.MetLife Securities Inc.10-29-2010
Blake Alan CrousoreNorthwestern Mutual Investment Services, LLCMetLife Securities Inc.12-23-2010
Brad PinterWFG Investments, Inc.MetLife Securities Inc.04-01-2011
Jason Ray BruxvoortCetera Financial Specialists LLCMetLife Securities Inc.05-01-2011
Timothy K DombrowLPL Financial LLCMetLife Securities Inc.$2506-17-2011
Jim Kna DangHorace Mann Investors, Inc.MetLife Securities Inc.09-01-2011
Mark Allen ByarsRaymond James & Associates, Inc.MetLife Securities Inc.10-03-2011
Mark William RogersPlanMember Securities CorporationMetLife Securities Inc.$10010-05-2011
James Joseph FreyWaddell & ReedMetLife Securities Inc.03-14-2012
Inna Nikolayevna BondMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-11-2012
Juan Mendoza WheatState Farm VP Management Corp.MetLife Securities Inc.05-04-2012
Raul Enrique JacobsWaddell & ReedMetLife Securities Inc.05-10-2012
Mario GovicArete Wealth Management, LLCMetLife Securities Inc.$1008-08-2012
Katie Ellen JansenSecurian Financial Services, Inc.MetLife Securities Inc.08-17-2012
Bruce A. SkowronskiWaddell & ReedMetLife Securities Inc.09-26-2012
Joseph Benjamin HorstmannLPL Financial LLCMetLife Securities Inc.11-02-2012
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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.