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
Andrew WaggonerBates Securities, Inc.MetLife Securities Inc.05-04-2017
Gil Lawrence FashAmeriprise Financial Services, LLCMetLife Securities Inc.02-15-2017
Jerome Edward StrzeleckiAmeriprise Financial Services, LLCMetLife Securities Inc.02-15-2017
Christopher Michael FashAmeriprise Financial Services, LLCMetLife Securities Inc.02-15-2017
Sean Casey ClancyEquity Services, Inc.MetLife Securities Inc.01-31-2017
Thomas John GilboyEquity Services, Inc.MetLife Securities Inc.01-26-2017
Jason YangNYLIFE Securities LLCMetLife Securities Inc.01-23-2017
Andrew Richard SchumacherCommonwealth Financial NetworkMetLife Securities Inc.12-09-2016
Bryna Ann KanarekCambridge Investment Research, Inc.MetLife Securities Inc.11-18-2016
Donna Kaye ReilleyAusdal Financial Partners, Inc.MetLife Securities Inc.11-07-2016
Thomas BorsellinoLPL Financial LLCMetLife Securities Inc.11-04-2016
Vanessa AldapeLPL Financial LLCMetLife Securities Inc.11-04-2016
Fan LiTransamerica Financial Advisors, IncMetLife Securities Inc.10-27-2016
Timothy James DunnebackEquity Services, Inc.MetLife Securities Inc.09-09-2016
Adam J. StoneKalman Kushnir Capital Inc.MetLife Securities Inc.08-26-2016
Andrew C HallLPL Financial LLCMetLife Securities Inc.08-16-2016
Marc Jonathan TheienCetera Investment Services LLCMetLife Securities Inc.08-11-2016
Brian Jason KapurHornor, Townsend & Kent, LLCMetLife Securities Inc.08-04-2016
Doug M. ZatorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-30-2016
Raymond Alagao VelascoLPL Financial LLCMetLife Securities Inc.$1006-22-2016
Kevin Patrick NixLPL Financial LLCMetLife Securities Inc.$1006-20-2016
Arminas RajuncasLPL Financial LLCMetLife Securities Inc.05-17-2016
Michael Stephen KrzywdzinskiSagePoint Financial, Inc.MetLife Securities Inc.$2505-12-2016
Thomas KobylinskiSagePoint Financial, Inc.MetLife Securities Inc.05-12-2016
Richard Bruno CasolariVoya Financial Advisors, Inc.MetLife Securities Inc.$5005-11-2016
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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.