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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Lawrence JensenLPL Financial LLCMetLife Securities Inc.07-18-2016
David James BugosKestra Investment Services, LLCMetLife Securities Inc.$2507-05-2016
Gleen Antonio AguilarOneAmerica Securities, Inc.MetLife Securities Inc.$1003-02-2016
Harold LeverettPruco Securities, LLC.MetLife Securities Inc.01-07-2016
Larry Vance ParmanParman Financial Coaching, LLCMetLife Securities Inc.07-22-2015
Ellis George AnnettPruco Securities, LLC.MetLife Securities Inc.03-27-2015
Jeffrey Wayne SmithOneAmerica Securities, Inc.MetLife Securities Inc.03-26-2015
Randy Lee NealSecurian Financial Services, Inc.MetLife Securities Inc.$1009-24-2014
Michelle Renee CobleFirst Independent Financial Services, Inc.MetLife Securities Inc.08-01-2013
Willy J. StewardState Farm VP Management Corp.MetLife Securities Inc.05-08-2012
Rhonda J. ScogginSignator Investors, Inc.MetLife Securities Inc.02-23-2012
David Freeman MooreSignator Investors, Inc.MetLife Securities Inc.06-17-2011
Mark Alan ChaneyMWA Financial Services Inc.MetLife Securities Inc.02-25-2011
James David LemleyHorace Mann Investors, Inc.MetLife Securities Inc.07-22-2010

Showing 1 to 14 of 14 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.