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
Linda Joyce PearsonMetLife Securities Inc.Foresters Equity Services, Inc.01-15-2009
Gregory Glenn DownsMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-20-2009
Paul Joseph Celentano Jr.MetLife Securities Inc.Harbor Financial Services, LLC01-26-2009
Scott A MyrickMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2009
Sabrina Marie FregaraMetLife Securities Inc.Harbor Financial Services, LLC01-27-2009
Elvin SpahoMetLife Securities Inc.Pruco Securities, LLC.01-28-2009
Ricky Gray CrabtreeMetLife Securities Inc.State Farm VP Management Corp.01-28-2009
Joseph Gilbert MaurielloMetLife Securities Inc.Pruco Securities, LLC.01-30-2009
Justin Kyle BowmakerMetLife Securities Inc.Ameriprise Financial Services, Inc.01-30-2009
Purvi Bhaskar BhavsarMetLife Securities Inc.AXA Advisors, LLC01-30-2009
Greg Norman BayvelMetLife Securities Inc.Enclave Capital LLC02-01-2009
Billy Wayne Dixon IIMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2009
David Keith GarrowMetLife Securities Inc.Allstate Financial Services, LLC02-09-2009
Jack Anthony BiedebachMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-09-2009
Michael Charles PisaniMetLife Securities Inc.AXA Advisors, LLC02-11-2009
Sara Ann SchollMetLife Securities Inc.Ameriprise Financial Services, Inc.02-12-2009
Donna Marie DesideriMetLife Securities Inc.Maxim Group LLC02-17-2009
Andrew E GoughMetLife Securities Inc.Morgan Stanley & Co. LLC02-23-2009
Diana Haywood PierreMetLife Securities Inc.Country Capital Management Company02-25-2009
Ronnie S BlaufarbMetLife Securities Inc.LPL Financial LLC02-26-2009
Candace L MillsMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2009
Eric Scott StromingerMetLife Securities Inc.First Republic Group, Llc03-02-2009
Christine Susan GordonMetLife Securities Inc.Banc of America Investment Services, Inc.03-03-2009
Dawn A RobinsonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-18-2009
Meaghan Emily GambinoMetLife Securities Inc.Citigroup Global Markets Inc.03-19-2009
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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. 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.


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