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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryan Lee ParkerAmeriprise Financial Services, LLCMetLife Securities Inc.03-09-2011
Bryan BinzAmeriprise Financial Services, LLCMetLife Securities Inc.06-29-2012
Brian J BeckerAmeriprise Financial Services, LLCMetLife Securities Inc.03-13-2013
Frederick Michael DarnellAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
Timothy Fleming JeffersonAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
Theodore Andrew MacriAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
Heath Patrick LarkinAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
David Bassel Ferraro JrAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
Raul Emilio MirandaAmeriprise Financial Services, LLCMetLife Securities Inc.08-16-2013
Oscar PinaAmeriprise Financial Services, LLCMetLife Securities Inc.$10009-27-2013
Brett Eugene DaltonAmeriprise Financial Services, LLCMetLife Securities Inc.10-18-2013
Scott Leroy EnglehartAmeriprise Financial Services, LLCMetLife Securities Inc.04-04-2014
Marc LevyAmeriprise Financial Services, LLCMetLife Securities Inc.$6202-09-2015
John Paul Benns JrAmeriprise Financial Services, LLCMetLife Securities Inc.04-15-2015
Michael John SheehanAmeriprise Financial Services, LLCMetLife Securities Inc.08-07-2015
Anthony MarinoAmeriprise Financial Services, LLCMetLife Securities Inc.04-08-2016
Christopher Michael GrellaAmeriprise Financial Services, LLCMetLife Securities Inc.04-11-2016
Rodney Wayne Rich JrAmeriprise Financial Services, LLCMetLife Securities Inc.04-29-2016
Darlene Sue PochAmeriprise Financial Services, LLCMetLife Securities Inc.$10004-29-2016
Gregory Glenn DownsAmeriprise Financial Services, LLCMetLife Securities Inc.$2504-29-2016
Bryan Todd BakerAmeriprise Financial Services, LLCMetLife Securities Inc.05-10-2016
Paul Michael AckermannAmeriprise Financial Services, LLCMetLife Securities Inc.05-10-2016
Bradley Vaughn HarroldAmeriprise Financial Services, LLCMetLife Securities Inc.05-12-2016
Mohsin NoonAmeriprise Financial Services, LLCMetLife Securities Inc.05-18-2016
Jessica Danielle PaulinAmeriprise Financial Services, LLCMetLife Securities Inc.05-18-2016
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Showing 1 to 25 of 55 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.