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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Cazimer WaligoraMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Terry Michael HartnettMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Pete UlatskyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Charles Joseph DerenzisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dianne Anntionette MachinistMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ruth SimonsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Patrick Joseph CaligiuriMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael William MolinoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael William HaskinsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kevin M. ErbMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas John TreaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas Edward BadgerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Rachel Marie WalterMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Keith R ForbesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James Paul SpisakMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Carmen John LocascioMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas Charles Quay Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Milton Wade CornettMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James John OboyleMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Warren BrandiesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kenneth Allen KrammesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Melvin Leon RobertsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Justin Patrick PattishallMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Lauren Renee SobutaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Joseph PatchcoskiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 123 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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