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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark S. RobinsonMML Investors Services, LLCPruco Securities, LLC.09-09-2019
Faris NagleMML Investors Services, LLCAllianz Life Financial Services, LLC03-25-2019
John Joseph MillerMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Anita Louise HawksMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
William Joseph SloanMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
David E. CarrowMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Schuyler Colfax Woodhull IIIMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Charles Alan WayneMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
John Kenneth ScheidlerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Sullivan CassidyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Roy SundellMML Investors Services, LLCMetLife Securities Inc.03-25-2017
George Warren MillerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gerald Melvin MelnychukMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Frederick Norman WelchMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Richard Duane MukomelaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Roya Anise MoltajiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher James HamiltonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joshua James BargfredeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Paul Michael MillerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Ryan PangerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Carson RommeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joseph Allan JenkinsMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC07-20-2015
Robert George JamesMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC12-10-2014
Christopher L ShuckMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-26-2014
Jeremy J. BoschMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-19-2014
Next Page »

Showing 1 to 25 of 30 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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