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
Mittie Elizabeth BrownMetLife Securities Inc.Farmers Financial Solutions, LLC06-01-2016
Brett Andrew LaferreraMetLife Securities Inc.VALIC Financial Advisors, Inc.01-25-2016
Wayne David KuykendallMetLife Securities Inc.AXA Advisors, LLC01-05-2016
Wilbert Lamar HamiltonMetLife Securities Inc.Kovack Securities Inc.01-01-2016
Jonathan Evans LoweryMetLife Securities Inc.Ameriprise Financial Services, Inc.12-17-2015
Robert Jackson MannMetLife Securities Inc.ProEquities, Inc.08-19-2015
Kathleen Nina SanfordMetLife Securities Inc.First Command Financial Planning, Inc.07-31-2015
Michael Bayer IIIMetLife Securities Inc.Park Avenue Securities LLC03-06-2015
Jay Allen FriedmanMetLife Securities Inc.Farmers Financial Solutions, LLC01-15-2015
Demetrius Paul LiptrotMetLife Securities Inc.AXA Advisors, LLC10-27-2014
Douglas Glenn HuieMetLife Securities Inc.AXA Advisors, LLC09-05-2014
Jon D HuntMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-15-2014
Daimon Remonte' Jones Sr.MetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2014
Bryan Lee ParkerMetLife Securities Inc.HD Vest Investment Services10-12-2009

Showing 1 to 14 of 14 entries

Page 1

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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