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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Vance ParmanMetLife Securities Inc.1st Global Capital Corp.01-17-2012
Deborah Lea BurdickMetLife Securities Inc.360 Wealth Management, LLC04-07-2014
Kevin Michael MurphyMetLife Securities Inc.Abel/Noser Corp.01-21-2011
Ronell CarmichaelMetLife Securities Inc.ADP Broker-Dealer, Inc.04-22-2016
Joseph F RossettiMetLife Securities Inc.Aegis Capital Corp.07-09-2015
John A MarlisMetLife Securities Inc.Aegis Wealth Advisors. LLC11-11-2011
Steven Franco MunozMetLife Securities Inc.AIG Capital Services, Inc.03-23-2009
Christopher John GaddisMetLife Securities Inc.Allstate Financial Services, LLC01-11-2016
Peter Michael HerbertMetLife Securities Inc.Allstate Financial Services, LLC11-03-2015
Natasha Renee KnoxMetLife Securities Inc.Allstate Financial Services, LLC09-03-2015
Michael David GravesMetLife Securities Inc.Allstate Financial Services, LLC08-03-2015
Mark Christopher DevitoMetLife Securities Inc.Allstate Financial Services, LLC07-10-2015
Jamie Lee MeyerMetLife Securities Inc.Allstate Financial Services, LLC03-27-2015
James Roe SharabbaMetLife Securities Inc.Allstate Financial Services, LLC02-20-2015
Kenneth Walter DorschMetLife Securities Inc.Allstate Financial Services, LLC05-23-2014
Philippe Michael MarozeauMetLife Securities Inc.Allstate Financial Services, LLC11-04-2013
Joseph Anthony SotoMetLife Securities Inc.Allstate Financial Services, LLC08-06-2013
Eric Howard RadinskyMetLife Securities Inc.Allstate Financial Services, LLC08-17-2012
Adam Eric GoichmanMetLife Securities Inc.Allstate Financial Services, LLC08-18-2010
Maria Victoria PortalesMetLife Securities Inc.Allstate Financial Services, LLC04-12-2010
David Keith GarrowMetLife Securities Inc.Allstate Financial Services, LLC02-09-2009
John Michael RagoMetLife Securities Inc.American Capital Partners, LLC01-08-2015
Gregory David VasherMetLife Securities Inc.American Portfolios Financial Services, Inc.12-10-2014
Daniel Robert MoruzziMetLife Securities Inc.American Portfolios Financial Services, Inc.01-13-2014
Michael Lee NeumanMetLife Securities Inc.Ameriprise Advisor Services, Inc.10-05-2009
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Showing 1 to 25 of 982 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.

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