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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brett Allen MooreFarmers Financial Solutions, LLCMetLife Securities Inc.11-02-2016
Wilbert Lamar HamiltonHamilton Wealth AdvisorsMetLife Securities Inc.08-31-2016
Jennifer Lott DaleyPark Avenue Securities LLCMetLife Securities Inc.06-16-2016
James C LeppCambridge Investment Research, Inc.MetLife Securities Inc.05-02-2016
Edwin George ReynoldsCambridge Investment Research, Inc.MetLife Securities Inc.$2504-29-2016
S Reid Markham IIICommonwealth Financial NetworkMetLife Securities Inc.04-29-2016
Jeremy HodgesCommonwealth Financial NetworkMetLife Securities Inc.04-29-2016
Donald Glyn KempCetera Advisor Networks LLCMetLife Securities Inc.03-17-2016
Charles Rex ScottSunTrust Investment Services, Inc.MetLife Securities Inc.12-03-2015
Rodolfo Ernesto RodriguezEquity Services, Inc.MetLife Securities Inc.09-24-2015
Jason M KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$2508-17-2015
Cary Stephen BennettProEquities, Inc.MetLife Securities Inc.11-13-2014
Michael H SanfordProEquities, Inc.MetLife Securities Inc.$5001-17-2014
Renata Katherine BaranPruco Securities, LLC.MetLife Securities Inc.07-10-2013
Jessie Sean MooreCetera Financial Specialists LLCMetLife Securities Inc.08-05-2009

Showing 1 to 15 of 15 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.