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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Fabio RodriguesMML Investors Services, LLCNYLIFE Securities LLC03-04-2020
Christopher George KellyMML Investors Services, LLCNYLIFE Securities LLC02-05-2020
Thomas BuckleyMML Investors Services, LLCNYLIFE Securities LLC02-03-2020
Tolan Marcedric SharpeMML Investors Services, LLCNYLIFE Securities LLC01-31-2020
Bradley Vernon ScammellMML Investors Services, LLCNYLIFE Securities LLC01-09-2020
Sandra ScanniMML Investors Services, LLCNYLIFE Securities LLC01-07-2020
Roark Jacob De Leon-SlatteryMML Investors Services, LLCNYLIFE Securities LLC12-12-2019
Michael PecherskyMML Investors Services, LLCNYLIFE Securities LLC12-02-2019
Michelle Lee MuranakaMML Investors Services, LLCNYLIFE Securities LLC11-29-2019
Bryan Allen FlynnMML Investors Services, LLCNYLIFE Securities LLC10-09-2019
Jaime KobinMML Investors Services, LLCNYLIFE Securities LLC08-20-2019
Thomas J. CuocoMML Investors Services, LLCNYLIFE Securities LLC07-08-2019
Eric GuzzoMML Investors Services, LLCNYLIFE Securities LLC06-26-2019
Tatiana BeltranMML Investors Services, LLCNYLIFE Securities LLC05-23-2019
Emilio Enrique Rivera Jr.MML Investors Services, LLCNYLIFE Securities LLC05-20-2019
Joseph T. DuffyMML Investors Services, LLCNYLIFE Securities LLC05-09-2019
Toni Lynn ClarkMML Investors Services, LLCNYLIFE Securities LLC03-26-2019
John Joseph SalinaMML Investors Services, LLCNYLIFE Securities LLC03-22-2019
Alex J WenkeMML Investors Services, LLCNYLIFE Securities LLC02-06-2019
Kari TimonenMML Investors Services, LLCNYLIFE Securities LLC01-28-2019
Michael John ConleyMML Investors Services, LLCNYLIFE Securities LLC$26811-28-2018
Mustaque Haider ChoudhuryMML Investors Services, LLCNYLIFE Securities LLC08-28-2018
Raymond O. LeydenMML Investors Services, LLCNYLIFE Securities LLC08-08-2018
William Deane BishopMML Investors Services, LLCNYLIFE Securities LLC04-23-2018
Larry Jamie McGroryMML Investors Services, LLCNYLIFE Securities LLC03-21-2018
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Showing 1 to 25 of 65 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.