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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Cazimer WaligoraMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Andrew Joseph SedoraMML Investors Services, LLCPFS Investments Inc.09-10-2012
Anthony Joseph RatkiewiczMML Investors Services, LLCHornor, Townsend & Kent, LLC$2508-23-2018
Bernard John LynchMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Brandon Blake LevithanMML Investors Services, LLCHornor, Townsend & Kent, LLC02-10-2017
Brett Douglas KovachMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-17-2012
Brian D. FetscoMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$1008-15-2014
Byron J. DunlapMML Investors Services, LLCLincoln Financial Distributors, Inc.01-21-2009
Carmen FerrantiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Carmen John LocascioMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Charles Joseph DerenzisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Todd FirstMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
David Joseph PatchcoskiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dianne Anntionette MachinistMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dominic Gino MarinucciMML Investors Services, LLCMorgan Stanley09-13-2011
Donald L GrettaMML Investors Services, LLCPark Avenue Securities LLC03-13-2012
Emanuel Mark StrategosMML Investors Services, LLCMetLife Securities Inc.$3503-25-2017
Everette Scott ScrivnerMML Investors Services, LLCMetLife Securities Inc.$15002-17-2015
Fred G HorrocksMML Investors Services, LLCSignator Investors, Inc.$1008-12-2016
Gabriel Benedict MiccaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gregory S RovinskiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James John OboyleMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James John ScuremanMML Investors Services, LLCMetLife Securities Inc.$2403-25-2017
James Paul SpisakMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James SamselskiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 102 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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