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
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
Erik David MacmurrayAllstate Financial Services, LLCMetLife Securities Inc.11-04-2009
Peter Lawrence McClureAllstate Financial Services, LLCMetLife Securities Inc.06-23-2009
Jeanne J. PetersonAmeriprise Financial Services, Inc.MetLife Securities Inc.$1009-09-2016
Brandon Marc FlynnAmeriprise Financial Services, Inc.MetLife Securities Inc.09-09-2016
Jon E HillAmeriprise Financial Services, Inc.MetLife Securities Inc.06-30-2016
Clark Virgil Paris Jr.Ameriprise Financial Services, Inc.MetLife Securities Inc.$1002-10-2015
Oscar PinaAmeriprise Financial Services, Inc.MetLife Securities Inc.09-27-2013
Lorentz KristiansenAXA Advisors, LLCMetLife Securities Inc.09-07-2016
Joanna Maria GrecoAXA Advisors, LLCMetLife Securities Inc.12-04-2014
Franklin George RekasAXA Advisors, LLCMetLife Securities Inc.$1009-17-2014
Rania Christina JawdeAXA Advisors, LLCMetLife Securities Inc.09-10-2014
James Patrick TerrionBBVA Securities Inc.MetLife Securities Inc.11-12-2015
Stephanie C. JonesBBVA Securities Inc.MetLife Securities Inc.$1008-06-2014
Samuel MartinezBlu Sky BenefitsMetLife Securities Inc.11-16-2009
Christopher M. DinataleCambridge Investment Research, Inc.MetLife Securities Inc.01-06-2014
Jose Luis MartinCambridge Investment Research, Inc.MetLife Securities Inc.07-01-2013
Christopher Wayne BordnerCetera Advisors LLCMetLife Securities Inc.$5003-31-2014
Matthew Dennis WadeCetera Advisors LLCMetLife Securities Inc.$2503-31-2014
David James PeckhamCetera Advisors LLCMetLife Securities Inc.03-31-2014
Danielle Marie GatesFSC Securities CorporationMetLife Securities Inc.11-14-2013
Pierre-Emanuel JouveInsuraWealth, LLCMetLife Securities Inc.10-06-2016
Belinda AlonsoJ.P. Morgan Securities LLCMetLife Securities Inc.04-07-2014
Scott Christopher WeidmanJ.W. Cole Financial, Inc.MetLife Securities Inc.08-06-2009
Peter Brown SchoenbergerKovack Securities Inc.MetLife Securities Inc.07-31-2015
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Showing 1 to 25 of 136 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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