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
Stephen Carl Bransburg Jr.Allstate Financial Services, LLCMetLife Securities Inc.01-13-2010
Ricky Lee BinghamAmeriprise Financial Services, LLCMetLife Securities Inc.$5007-05-2016
Richard Alfonso IbarraAmeriprise Financial Services, LLCMetLife Securities Inc.06-29-2016
Joe Alan ScottAmeriprise Financial Services, LLCMetLife Securities Inc.06-29-2016
Hien T. LaiAmeriprise Financial Services, LLCMetLife Securities Inc.06-29-2016
Mohsin NoonAmeriprise Financial Services, LLCMetLife Securities Inc.05-18-2016
Jessica Danielle PaulinAmeriprise Financial Services, LLCMetLife Securities Inc.05-18-2016
Richard Charles StainsbyAmeriprise Financial Services, LLCMetLife Securities Inc.11-09-2012
Chantel G. AymondAmeriprise Financial Services, LLCMetLife Securities Inc.04-30-2012
Allen Thompson Brillhart IIIAvantax Investment Services, Inc.MetLife Securities Inc.04-30-2014
Randal M HillAvantax Investment Services, Inc.MetLife Securities Inc.08-14-2013
Nicholas Michael KalogerasAvantax Investment Services, Inc.MetLife Securities Inc.03-12-2013
Louis Anthony CerulloAvantax Investment Services, Inc.MetLife Securities Inc.08-21-2012
Michael H. HopperBBVA Compass Investment Solutions, Inc.MetLife Securities Inc.10-15-2009
John David SmithCambridge Investment Research, Inc.MetLife Securities Inc.11-01-2012
Nazita LorenzCapital One Investing, LLCMetLife Securities Inc.10-18-2016
Huy Q. TruongChase Investment Services Corp.MetLife Securities Inc.07-05-2011
Ashkan SarviChase Investment Services Corp.MetLife Securities Inc.07-01-2011
Sang Pham WalkerChase Investment Services Corp.MetLife Securities Inc.03-21-2011
Robert J. WillisChase Investment Services Corp.MetLife Securities Inc.03-01-2010
Andrew E. GoughChase Investment Services Corp.MetLife Securities Inc.05-04-2009
Alexander John WatsonCitigroup Global Markets Inc.MetLife Securities Inc.09-10-2014
Anay Kumar SrivastavaComerica SecuritiesMetLife Securities Inc.05-03-2010
Matt L. BaconCUSO Financial Services, L.P.MetLife Securities Inc.07-11-2016
Christopher M. BlackburnE*TRADE Securities LLCMetLife Securities Inc.$15008-08-2014
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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.