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
Andres Mauricio RomeroIndependent Financial PartnersMetLife Securities Inc.$5009-11-2015
Brandon Carey AshleyPruco Securities, LLC.MetLife Securities Inc.11-30-2011
Brett Allen MooreFarmers Financial Solutions, LLCMetLife Securities Inc.11-02-2016
Carmen J. NicastroLongView Wealth ManagementMetLife Securities Inc.05-06-2011
Cary Stephen BennettProEquities, Inc.MetLife Securities Inc.11-13-2014
Casey Aaron SuttonThe Leaders Group, Inc.MetLife Securities Inc.10-06-2016
Charles R. ScottSunTrust Investment Services, Inc.MetLife Securities Inc.12-03-2015
Christopher Scott HerrinAllstate Financial Services, LLCMetLife Securities Inc.09-22-2010
Connie Rena Foster-RidleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$1511-10-2015
David Lytal FountainCambridge Investment Research, Inc.MetLife Securities Inc.02-01-2012
David Paul FeldsteinPruco Securities, LLC.MetLife Securities Inc.$101-24-2013
Donald Allan HinklePruco Securities, LLC.MetLife Securities Inc.$2508-16-2013
Donald Glyn KempCetera Advisor Networks LLCMetLife Securities Inc.03-17-2016
Douglas William McCroskeyQuestar Capital CorporationMetLife Securities Inc.06-24-2016
Edwin George ReynoldsCambridge Investment Research, Inc.MetLife Securities Inc.$5004-29-2016
Gary Lee MeadowsPruco Securities, LLC.MetLife Securities Inc.03-02-2017
Harlan A. HalePruco Securities, LLC.MetLife Securities Inc.08-21-2013
Hope Teresa MilamThe Strategic Financial Alliance, Inc.MetLife Securities Inc.01-14-2010
James Alexander WatersProEquities, Inc.MetLife Securities Inc.02-06-2014
Jason KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-17-2015
Jeffrey Allen BrownProEquities, Inc.MetLife Securities Inc.01-09-2015
Justin L. LesterPruco Securities, LLC.MetLife Securities Inc.03-20-2013
Kevin Michael KriegQuestar Capital CorporationMetLife Securities Inc.03-10-2015
Larry Duane Burney Sr.MetLife Securities Inc.MetLife Securities Inc.$1001-08-2014
Magdalena BaranPruco Securities, LLC.MetLife Securities Inc.07-10-2013
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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.