Advisers on the Move TEST

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
Theodore Joseph Myzwinski Jr.Thrivent Investment Management Inc.MetLife Securities Inc.01-19-2017
Carlyn Jolene RankinAXA Advisors, LLCMetLife Securities Inc.10-12-2016
Evan M Tidwell-WeinzierlUnited Planners' Financial Services of America A Limited PartnerMetLife Securities Inc.08-31-2016
Bryce L. CookAmeriprise Financial Services, Inc.MetLife Securities Inc.08-15-2016
Zachary Parker GreenLPL Financial LLCMetLife Securities Inc.07-12-2016
Christopher W. KandasAmeriprise Financial Services, Inc.MetLife Securities Inc.05-27-2016
Jerry Michael WellsSagePoint Financial, Inc.MetLife Securities Inc.05-18-2016
James Bernard MengeringhausenWaddell & ReedMetLife Securities Inc.02-19-2015
Susan Jane TalbottUnited Planners' Financial Services of America A Limited PartnerMetLife Securities Inc.02-05-2015
Ryan M GreenUSAA Financial Advisors, Inc.MetLife Securities Inc.12-23-2014
Colleen Mary OshaughnessySecurities America, Inc.MetLife Securities Inc.12-19-2014
Michael Dominic GarmoneLPL Financial LLCMetLife Securities Inc.11-03-2014
Jonathon Allen StaatsWFG Investments, Inc.MetLife Securities Inc.10-30-2014
Pablo Jose OlivaWFG Investments, Inc.MetLife Securities Inc.10-30-2014
Scott Arthur GroneCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Teena Ann MilldebrandtCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Stephen Jeffrey HazelMagnificent Life Financial PlanningMetLife Securities Inc.03-26-2014
Enrique Becerra Jr.Pruco Securities, LLC.MetLife Securities Inc.01-28-2014
Edward Ira AlbrechtSagePoint Financial, Inc.MetLife Securities Inc.12-19-2013
Richard Eric KoontzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-05-2012
Sarah Lynn PutnamPrincipal Securities, Inc.MetLife Securities Inc.06-30-2011
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
Donald Peter BoucherLPL Financial LLCMetLife Securities Inc.04-21-2011
Sheldon Neil GosslingPrincipal Securities, Inc.MetLife Securities Inc.03-28-2011
Brent Benjamin BunneEdward JonesMetLife Securities Inc.04-12-2010
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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.