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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Lynn DicksonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Elsa Corpuz Agdinaoay-SegalMetLife Securities Inc.Principal Securities, Inc.03-01-2017
Kenneth C. MeyerMetLife Securities Inc.Mutual of Omaha Investor Services, Inc.03-01-2017
David D MehlerMetLife Securities Inc.Pruco Securities, LLC.03-01-2017
Michael T. MockMetLife Securities Inc.Lincoln Financial Advisors Corporation02-28-2017
Lucas J. MatarazzoMetLife Securities Inc.McAdam LLC02-27-2017
Amanda S. Van SchaikMetLife Securities Inc.Nationwide Securities, LLC$1002-24-2017
Laura Marie FlynnMetLife Securities Inc.Pruco Securities, LLC.02-23-2017
Michael Odell McKnightMetLife Securities Inc.Park Avenue Securities LLC02-23-2017
Geoffrey Joseph HolderMetLife Securities Inc.Foresters Financial Services, Inc.02-15-2017
William D. TsoulosMetLife Securities Inc.MetLife Securities Inc.02-08-2017
William James FlanaganMetLife Securities Inc.Foresters Equity Services, Inc.$1002-06-2017
Henry J PlylerMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2017
Daniel John DettlaffMetLife Securities Inc.Park Avenue Securities LLC01-31-2017
Drew Fisher CataneseMetLife Securities Inc.Waddell & Reed01-25-2017
Geoffrey W KentMetLife Securities Inc.AXA Advisors, LLC01-24-2017
Logan Michelle LupiaMetLife Securities Inc.MetLife Securities Inc.01-18-2017
Ryan D. EderleMetLife Securities Inc.Country Capital Management Company01-12-2017
Anthony C. PeeblesMetLife Securities Inc.ProEquities, Inc.01-10-2017
Lawrence Marc TaylorMetLife Securities Inc.Janney Montgomery Scott LLC$5001-06-2017
Mark Edward WinburneMetLife Securities Inc.Pruco Securities, LLC.$2901-06-2017
Joshua Wingendond VandressMetLife Securities Inc.Calton & Associates, Inc.01-03-2017
Daniel Joseph HeidelbergerMetLife Securities Inc.Thrivent Investment Management Inc.$1001-03-2017
Stephen WagstaffMetLife Securities Inc.AXA Advisors, LLC12-14-2016
Michael Paul DarraghMetLife Securities Inc.AXA Advisors, LLC$1012-02-2016
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Showing 1 to 25 of 1,007 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.