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
Robert William StankowskiH. Beck, Inc.MetLife Securities Inc.$50005-06-2009
George Steve KinigopoulosEquity Services, Inc.MetLife Securities Inc.10-06-2009
John Thomas Watson Jr.Allstate Financial Services, LLCMetLife Securities Inc.12-07-2009
Richard Alexander Douma Jr.LPL Financial LLCMetLife Securities Inc.$10001-22-2010
Devereaux Eric SterretteLPL Financial LLCMetLife Securities Inc.$25004-01-2010
Deren Andre ReidProEquities, Inc.MetLife Securities Inc.05-11-2010
Jeffrey David SmithCetera Advisors LLCMetLife Securities Inc.$50012-03-2010
Gerard William Diem Jr.Kovack Securities Inc.MetLife Securities Inc.$15001-10-2011
Yevette Marie SeayWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)MetLife Securities Inc.$10005-02-2011
Jenny Lynn LogsdonM&T Securities, Inc.MetLife Securities Inc.07-06-2011
Jeremy Steven DvorakM&T Securities, Inc.MetLife Securities Inc.$10007-11-2012
Mark David JoyceWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)MetLife Securities Inc.02-21-2013
Brian Paul JarosinskiKestra Investment Services, LLCMetLife Securities Inc.$10012-02-2013
Sarah Laurene SanteufemioPNC InvestmentsMetLife Securities Inc.$10001-28-2014
David Robert LabricciosaHornor, Townsend & Kent, LLCMetLife Securities Inc.$15011-26-2014
Richard Lee WalkerH. Beck, Inc.MetLife Securities Inc.$18003-25-2015
Torian Bills ErkerSanders Morris Harris LLCMetLife Securities Inc.03-30-2015
Andrew Robert FletcherM&T Securities, Inc.MetLife Securities Inc.$10007-09-2015
Gail Pyne BrownPNC InvestmentsMetLife Securities Inc.$15010-16-2015
John Daniel SalanFarmers Financial Solutions, LLCMetLife Securities Inc.06-16-2016
Tykiem Michael BookerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-23-2016
Patrick Thomas SerioMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-28-2016
Berhane KassahunAXA Advisors, LLCMetLife Securities Inc.$20007-12-2016
Michael Ryan LentzM&T Securities, Inc.MetLife Securities Inc.10-05-2016
Donald Alfred LewisHornor, Townsend & Kent, LLCMetLife Securities Inc.10-20-2016
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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.