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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathanael KelleyAXA Advisors, LLCMetLife Securities Inc.01-08-2009
Stephen SenetckyAXA Advisors, LLCMetLife Securities Inc.09-24-2009
Shahryar KashanchiAXA Advisors, LLCMetLife Securities Inc.10-01-2009
Marc David AnazagastyAXA Advisors, LLCMetLife Securities Inc.04-30-2010
Sanaz Sonya TabriziAXA Advisors, LLCMetLife Securities Inc.07-29-2010
Ronald Francis Gottl IIAXA Advisors, LLCMetLife Securities Inc.12-31-2012
Rania Christina JawdeAXA Advisors, LLCMetLife Securities Inc.09-10-2014
Franklin George RekasAXA Advisors, LLCMetLife Securities Inc.$1009-17-2014
Joanna Maria GrecoAXA Advisors, LLCMetLife Securities Inc.12-04-2014
David Fleisher IIAXA Advisors, LLCMetLife Securities Inc.$15007-22-2016
Eric MarkowitzAXA Advisors, LLCMetLife Securities Inc.$2507-22-2016
Robert M GainesAXA Advisors, LLCMetLife Securities Inc.$1007-22-2016
Carlos John GuevaraAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Brian Patrick WellsAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Jerel Keith RuttenbergAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Holly Ann ThomasAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Ann Margaret MulderigAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Shaun David O'ConnorAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Brian Cooper SmithAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Denise Louann CapocciAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Nancy Lynn BernhardtAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Paul Allen MarkowichAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Christopher O. KwonAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Dylan Yale LambornAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Brandon George FridayAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Next Page »

Showing 1 to 25 of 34 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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