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
Charles Ray Hunt Jr.Raymond James Financial Services, Inc.MetLife Securities Inc.07-18-2017
William Douglas DutraSecurian Financial Services, Inc.MetLife Securities Inc.06-26-2017
William Henry Powers IIIPruco Securities, LLC.MetLife Securities Inc.05-10-2017
John William SheaGenesis Wealth Management, Inc.MetLife Securities Inc.04-10-2017
Gail Antoinette MilonELE Wealth Advisors, Inc.MetLife Securities Inc.03-29-2017
Devang M. PatelIFS Planning Strategies, LLCMetLife Securities Inc.$10003-29-2017
Michael Anthony GentilellaCalton & Associates, Inc.MetLife Securities Inc.03-24-2017
Robert Phillip DibellaSecurian Financial Services, Inc.MetLife Securities Inc.03-02-2017
William Steven KorabSecurian Financial Services, Inc.MetLife Securities Inc.03-02-2017
Richard Joseph Macak IIISecurian Financial Services, Inc.MetLife Securities Inc.02-09-2017
Brett J. DipasqualeSagePoint Financial, Inc.MetLife Securities Inc.01-10-2017
Todd Richard AbramsPrincipal Securities, Inc.MetLife Securities Inc.12-19-2016
Perpetua Ajunwa GrantMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-05-2016
Ted D. PalmerSagePoint Financial, Inc.MetLife Securities Inc.11-30-2016
Renee Marie LewisSagePoint Financial, Inc.MetLife Securities Inc.$1211-18-2016
Robert Alan LenzSagePoint Financial, Inc.MetLife Securities Inc.11-17-2016
Marc Gregory SigelSagePoint Financial, Inc.MetLife Securities Inc.$1011-17-2016
Gary Christopher AlexanderSagePoint Financial, Inc.MetLife Securities Inc.11-17-2016
John Lawrence AbramsSagePoint Financial, Inc.MetLife Securities Inc.11-01-2016
Jared HenigSagePoint Financial, Inc.MetLife Securities Inc.10-28-2016
Eric SikesLPL Financial LLCMetLife Securities Inc.10-20-2016
Gregg Carol BuxtonLPL Financial LLCMetLife Securities Inc.10-10-2016
Pierre-Emanuel JouveInsuraWealth, LLCMetLife Securities Inc.10-06-2016
Francine Kay RubinsteinSecurian Financial Services, Inc.MetLife Securities Inc.$3109-22-2016
Christopher Michael KmetzCambridge Investment Research, Inc.MetLife Securities Inc.09-14-2016
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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.