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
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
Scott Allen MartyBrooklight Place Securities, Inc.MetLife Securities Inc.02-01-2011
Mark Edward OliverCambridge Investment Research, Inc.MetLife Securities Inc.11-10-2016
Scott David KindermanCambridge Investment Research, Inc.MetLife Securities Inc.08-18-2015
Michael Ray BoydCambridge Investment Research, Inc.MetLife Securities Inc.08-29-2014
David Robert MannikkoCambridge Investment Research, Inc.MetLife Securities Inc.08-29-2014
Kyle SvetlikCountry Capital Management CompanyMetLife Securities Inc.09-26-2013
Shaefer William OshefskyHarbour Investments, Inc.MetLife Securities Inc.01-12-2009
Daniel Ronald HalsteadJ.P. Morgan Securities LLCMetLife Securities Inc.06-12-2015
Kristian L FinfrockKalos Capital, Inc.MetLife Securities Inc.03-08-2012
Gregory Joseph HowellKCD Financial, Inc.MetLife Securities Inc.$2510-10-2014
Timothy BlattnerLPL Financial LLCMetLife Securities Inc.$5601-04-2017
Timothy John BlattnerLPL Financial LLCMetLife Securities Inc.01-04-2017
Paul Tomas TourvilleLPL Financial LLCMetLife Securities Inc.$5005-06-2015
Justus Gerald HedeenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-30-2010
John Joseph Lerose IiiMorgan StanleyMetLife Securities Inc.01-31-2014
Eric Timothy KaplaMorgan StanleyMetLife Securities Inc.08-19-2011
Jonathan Geoffrey MeadNYLIFE Securities LLCMetLife Securities Inc.05-04-2016
Joseph D MeyerPackerland Brokerage Services, Inc.MetLife Securities Inc.$2501-15-2015
Kevin R FisherRaymond James Financial Services, Inc.MetLife Securities Inc.$1011-10-2016
Kenneth William FlanneryRaymond James Financial Services, Inc.MetLife Securities Inc.03-11-2016

Showing 1 to 21 of 21 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.