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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gil Lawrence FashAmeriprise Financial Services, LLCMetLife Securities Inc.02-15-2017
Jerome Edward StrzeleckiAmeriprise 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
Andrew Richard SchumacherCommonwealth Financial NetworkMetLife Securities Inc.12-09-2016
Bryna Ann KanarekCambridge Investment Research, Inc.MetLife Securities Inc.11-18-2016
Timothy James DunnebackEquity Services, Inc.MetLife Securities Inc.09-09-2016
Andrew C HallLPL Financial LLCMetLife Securities Inc.08-16-2016
Arminas RajuncasLPL Financial LLCMetLife Securities Inc.05-17-2016
Jason Thaddeus AndryzakLPL Financial LLCMetLife Securities Inc.05-16-2016
Richard Bruno CasolariVoya Financial Advisors, Inc.MetLife Securities Inc.05-11-2016
Anne Marie ClaytonCambridge Investment Research, Inc.MetLife Securities Inc.03-21-2016
Justine H ChonNYLIFE Securities LLCMetLife Securities Inc.12-11-2015
John L NordstromLincoln Financial Advisors CorporationMetLife Securities Inc.10-14-2015
Gina Faye MartinFarmers Financial Solutions, LLCMetLife Securities Inc.03-31-2015
Harish PatelAusdal Financial Partners, Inc.MetLife Securities Inc.02-17-2015
Edward Herbert Brenmark IIINYLIFE Securities LLCMetLife Securities Inc.10-28-2014
Scott Leroy EnglehartAmeriprise Financial Services, LLCMetLife Securities Inc.04-04-2014
James N ArgentineSigma Financial CorporationMetLife Securities Inc.02-07-2014
Samuel Frank KrollEquity Services, Inc.MetLife Securities Inc.02-05-2014
Scott David PuigAllstate Financial Services, LLCMetLife Securities Inc.09-23-2013
George Donald SutphenPruco Securities, LLC.MetLife Securities Inc.09-20-2013
Maureen MenaLPL Financial LLCMetLife Securities Inc.01-09-2013
Joseph Benjamin HorstmannLPL Financial LLCMetLife Securities Inc.11-02-2012
Juan Mendoza WheatState Farm VP Management Corp.MetLife Securities Inc.05-04-2012
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.