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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Douglas AycockMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jacob EasoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joanne L. ReshMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kathleen G DeshazoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Yongping ZhengMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Zhenge ZhaoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Bryce Neal MearesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Albin Guillot IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Casey Lee FoxMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gary Britton UnderbrinkMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tai Thanh TranMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael John DracoulisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Ray Luedecke Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Vanessa A. GarzaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joy Marie SeiverMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Travis A CloudMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Marv Abron ThornMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Steve D. HarshbargerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tam Thi Thanh HoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ross P. BennettMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Wendy Xiaowei WangMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Franco Celestino Malave JrMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kevin ClinganMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher Ryan McneilMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gregory Wayne AlvisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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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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