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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael A KaupLPL Financial LLCMetLife Securities Inc.01-20-2017
Robert James Covello Jr.Securian Financial Services, Inc.MetLife Securities Inc.03-08-2017
Zhong Da WangPruco Securities, LLC.MetLife Securities Inc.03-09-2017
Warren Richard GravesLincoln Financial Advisors CorporationMetLife Securities Inc.03-24-2017
John Francis BucsekMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
Ian Richard RudermanMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
Keith Richard SoltisMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
Geoffrey L ErnstMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
Perry Jay KoplikMML Investors Services, LLCMetLife Securities Inc.$11403-25-2017
Javid JaraiediMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Joseph Vincent DelguercioMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Paul Anthony D'AmicoMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Andrew Maxwell SorgerMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Jeffrey Force DickinsonMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Frank Jason KarpackMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Kevin E. LynchMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Richard Thomas McCabe Jr.MML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Dennis James QuinnMML Investors Services, LLCMetLife Securities Inc.$9903-25-2017
Lawrence Richard SiliatoMML Investors Services, LLCMetLife Securities Inc.$7803-25-2017
Gary Anthony BonavitaMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
John Varley IarussiMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Louis Julian KramarskiMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Anthony Michael KarabasMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Mark Paul MescoMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Dina Marie DelreMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
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Showing 51 to 75 of 174 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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