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
Dianne Therese FayThe O.N. Equity Sales CompanyMetLife Securities Inc.08-11-2009
Brent Benjamin BunneEdward JonesMetLife Securities Inc.04-12-2010
Sheldon Neil GosslingPrincipal Securities, Inc.MetLife Securities Inc.03-28-2011
Donald Peter BoucherLPL Financial LLCMetLife Securities Inc.04-21-2011
Sharon Elizabeth BoucherLPL Financial LLCMetLife Securities Inc.04-21-2011
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
Sarah Lynn PutnamPrincipal Securities, Inc.MetLife Securities Inc.06-30-2011
James Brian Hebets IIKestra Investment Services, LLCMetLife Securities Inc.05-29-2012
Edward Ira AlbrechtSagePoint Financial, Inc.MetLife Securities Inc.12-19-2013
Stephen Jeffrey HazelMagnificent Life Financial PlanningMetLife Securities Inc.03-26-2014
Scott Arthur GroneCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Teena Ann MilldebrandtCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Colleen Mary OshaughnessySecurities America, Inc.MetLife Securities Inc.12-19-2014
Ryan M. GreenUSAA Financial Advisors, Inc.MetLife Securities Inc.12-23-2014
Kevin William McBarronUnion Capital CompanyMetLife Securities Inc.12-19-2015
Michael ApsellSagePoint Financial, Inc.MetLife Securities Inc.$3302-04-2016
Wayne David KandasAmeriprise Financial Services, Inc.MetLife Securities Inc.$15005-27-2016
Nicholas William DyerAmeriprise Financial Services, Inc.MetLife Securities Inc.05-27-2016
Christopher W. KandasAmeriprise Financial Services, Inc.MetLife Securities Inc.05-27-2016
Zachary Parker GreenLPL Financial LLCMetLife Securities Inc.07-12-2016
Theodore Joseph Myzwinski Jr.Thrivent Investment Management Inc.MetLife Securities Inc.01-19-2017
Craig Alan ColeMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Brian Jerome GoldsteinMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Shana Marie Parrish DespresMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Brad Lee MartinMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
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Showing 1 to 25 of 45 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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